Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 104,008 shares of MUNI stock, worth $5.38 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
104,008
Previous 103,104
0.88%
Holding current value
$5.38 Million
Previous $5.37 Billion
2.66%
% of portfolio
0.68%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding MUNI
# of Institutions
303Shares Held
24.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.53MShares$78.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.47MShares$76.1 Million0.01% of portfolio
-
Cwm, LLC1.47MShares$76 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$64.8 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.11MShares$57.6 Million0.0% of portfolio