Benchmark Financial Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Benchmark Financial Wealth Advisors, LLC
- $300 Million
- Q2 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 82,965 shares of MUNI stock, worth $4.34 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
82,965
Previous 74,277
11.7%
Holding current value
$4.34 Million
Previous $3.83 Million
11.31%
% of portfolio
1.42%
Previous 1.45%
Shares
6 transactions
Others Institutions Holding MUNI
# of Institutions
391Shares Held
32.7MCall Options Held
9.6KPut Options Held
0-
Morgan Stanley New York, NY2.73MShares$143 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$122 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.7MShares$89.1 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.66MShares$86.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$81 Million0.03% of portfolio