Avantax Planning Partners, Inc. Pimco Municipal Income Fund Ii Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$11.2 - $14.55 $394,800 - $512,887	-35,250 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$13.09 - $14.71 $106,722 - $119,930	-8,153 Reduced 18.78%	35,250 $504,000
Q3 2020 Oct 28, 2020	BUY	$13.14 - $14.28 $570,315 - $619,794	43,403 New	43,403 $586,000

Others Institutions Holding PML

# of Institutions

102

Shares Held

10.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.43M
Shares

$11.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

944K
Shares

$7.57 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

651K
Shares

$5.22 Million
0.3% of portfolio
Gridiron Partners, LLC Wexford, PA

547K
Shares

$4.39 Million
3.11% of portfolio
Ellis Investment Partners, LLC

399K
Shares

$3.2 Million
0.75% of portfolio

About PIMCO MUNICIPAL INCOME FUND II

Ticker PML
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
PIMCO Municipal Income Fund II is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income markets. The fund invests in stocks of companies operating across diversified sectors. It seeks to invest p...

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