Wealth Plan Partners, LLC Pimco ETF Tr Municipal Income Transaction History

Wealth Plan Partners, LLC

$552 Million
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$44.44 - $45.83 $2.83 Million - $2.92 Million	-63,765 Reduced 92.29%	5,324 $238 Million
Q4 2024 Jan 30, 2025	BUY	$44.94 - $46.07 $79,858 - $81,866	1,777 Added 2.64%	69,089 $3.11 Billion
Q3 2024 Nov 05, 2024	SELL	$45.07 - $46.16 $84,686 - $86,734	-1,879 Reduced 2.72%	67,312 $3.11 Billion
Q2 2024 Aug 09, 2024	BUY	$44.89 - $45.65 $42,869 - $43,595	955 Added 1.4%	69,191 $3.14 Billion
Q1 2024 May 07, 2024	SELL	$45.09 - $45.79 $8.29 Million - $8.42 Million	-183,852 Reduced 72.93%	68,236 $3.11 Billion
Q4 2023 Jan 05, 2024	BUY	$42.03 - $45.7 $238,940 - $259,804	5,685 Added 2.31%	252,088 $11.4 Billion
Q3 2023 Nov 01, 2023	BUY	$42.77 - $44.84 $2.68 Million - $2.81 Million	62,679 Added 34.12%	246,403 $10.6 Billion
Q2 2023 Jul 31, 2023	SELL	$43.85 - $44.79 $845,559 - $863,685	-19,283 Reduced 9.5%	183,724 $8.19 Billion
Q1 2023 May 10, 2023	SELL	$43.65 - $45.08 $6.7 Million - $6.92 Million	-153,395 Reduced 43.04%	203,007 $9.02 Billion
Q4 2022 Feb 16, 2023	BUY	$41.62 - $44.41 $6.58 Million - $7.02 Million	157,980 Added 79.62%	356,402 $15.9 Billion
Q1 2022 May 03, 2022	BUY	$46.33 - $50.01 $9.19 Million - $9.92 Million	198,422 New	198,422 $8.91 Million

Others Institutions Holding MINO

# of Institutions

109

Shares Held

5.48M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR MUNICIPAL INCOME

Ticker MINO
Sector ETFs
Industry ETFs

More about MINO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.