Avantax Planning Partners, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 390,879 shares of MUNI stock, worth $20.3 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

390,879

Previous 415,728 5.98%

Holding current value

$20.3 Million

Previous $22 Million 6.56%

% of portfolio

0.67%

Previous 0.84%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$52.22 - $52.82 $1.3 Million - $1.31 Million	-24,849 Reduced 5.98%	390,879 $20.5 Million
Q4 2023 Feb 09, 2024	BUY	$49.45 - $53.02 $3.77 Million - $4.05 Million	76,310 Added 22.48%	415,728 $22 Million
Q3 2023 Nov 03, 2023	BUY	$50.04 - $51.98 $399,419 - $414,904	7,982 Added 2.41%	339,418 $17 Million
Q2 2023 Jul 17, 2023	SELL	$51.29 - $52.58 $319,793 - $327,836	-6,235 Reduced 1.85%	331,436 $17.2 Million
Q1 2023 Apr 20, 2023	SELL	$51.27 - $52.59 $195,184 - $200,210	-3,807 Reduced 1.11%	337,671 $17.6 Million

Q4 2022 Feb 09, 2023	BUY	$49.67 - $51.84 $8.37 Million - $8.73 Million	168,468 Added 97.37%	341,478 $17.5 Million
Q3 2022 Oct 14, 2022	SELL	N/A	-59,145 Reduced 25.48%	173,010 $8.67 Million
Q2 2022 Jul 18, 2022	SELL	N/A	-50,082 Reduced 17.74%	232,155 $12 Million
Q1 2022 May 09, 2022	BUY	N/A	256,775 Added 1008.46%	282,237 $15 Million
Q4 2021 Jan 28, 2022	BUY	N/A	25,462 New	25,462 $1.43 Million

Others Institutions Holding MUNI

# of Institutions

271

Shares Held

21.3M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
Sector ETFs
Industry ETFs

More about MUNI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History