Amplius Wealth Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	SELL	$49.89 - $50.18 $151,615 - $152,497	-3,039 Reduced 36.67%	5,249 $261,000
Q4 2023 Jan 10, 2024	SELL	$48.75 - $50.14 $4.81 Million - $4.95 Million	-98,724 Reduced 92.26%	8,288 $414,000
Q3 2023 Oct 17, 2023	BUY	$48.95 - $49.66 $532,624 - $540,350	10,881 Added 11.32%	107,012 $5.24 Million
Q2 2023 Jul 26, 2023	BUY	$49.33 - $49.85 $722,931 - $730,551	14,655 Added 17.99%	96,131 $4.76 Million
Q1 2023 Apr 25, 2023	BUY	$49.23 - $49.88 $68,872 - $69,782	1,399 Added 1.75%	81,476 $4.06 Million
Q4 2022 Jan 19, 2023	BUY	$48.58 - $49.5 $3.89 Million - $3.96 Million	80,077 New	80,077 $0
Q2 2022 Jul 21, 2022	SELL	$49.13 - $49.94 $611,815 - $621,902	-12,453 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$49.9 - $51.25 $19,411 - $19,936	-389 Reduced 3.03%	12,453 $622,000
Q4 2021 Jan 28, 2022	BUY	$51.2 - $51.31 $657,510 - $658,923	12,842 New	12,842 $657,000

Others Institutions Holding SMMU

# of Institutions

156

Shares Held

9.28M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR SHT TERM MUN BD A

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