Waterway Wealth Management, LLC Pimco ETF Tr Municipal Income Transaction History
Waterway Wealth Management, LLC
- $331 Billion
- Q2 2025
A detailed history of Waterway Wealth Management, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 374,393 shares of MINO stock, worth $16.4 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
374,393
Previous 279,280
34.06%
Holding current value
$16.4 Million
Previous $12.5 Billion
32.56%
% of portfolio
5.01%
Previous 5.21%
Shares
4 transactions
Others Institutions Holding MINO
# of Institutions
106Shares Held
5.38MCall Options Held
0Put Options Held
0-
Cwm, LLC481KShares$21.1 Million0.08% of portfolio
-
Great Valley Advisor Group, Inc.415KShares$18.2 Million0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC382KShares$16.8 Million0.01% of portfolio
-
Kovitz Investment Group Partners, LLC285KShares$12.5 Million0.06% of portfolio
-
Truist Financial Corp207KShares$9.08 Million0.01% of portfolio