Martel Wealth Advisors Inc Pimco ETF Tr Inter Mun Bd Acti Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 17,823 shares of MUNI stock, worth $935,885. This represents 0.19% of its overall portfolio holdings.
Number of Shares
17,823
Previous 17,823
-0.0%
Holding current value
$935,885
Previous $928 Million
1.19%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding MUNI
# of Institutions
289Shares Held
23.5MCall Options Held
0Put Options Held
0-
Cwm, LLC1.47MShares$77.2 Million0.33% of portfolio
-
Morgan Stanley New York, NY1.44MShares$75.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$73.9 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$64.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.15MShares$60.2 Million0.01% of portfolio