Beta Wealth Group, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 46,759 shares of MUNI stock, worth $2.44 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
46,759
Previous 79,800 41.4%
Holding current value
$2.44 Million
Previous $4.21 Million 41.78%
% of portfolio
1.3%
Previous 2.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$52.22 - $52.82 $1.73 Million - $1.75 Million
-33,041 Reduced 41.4%
46,759 $2.45 Million
Q4 2023

Feb 09, 2024
BUY
$49.45 - $53.02 $1.03 Million - $1.1 Million
20,765 Added 35.17%
79,800 $4.21 Million
Q3 2023

Nov 13, 2023
BUY
$50.04 - $51.98 $14,461 - $15,022
289 Added 0.49%
59,035 $2.96 Million
Q2 2023

Aug 11, 2023
BUY
$51.29 - $52.58 $1.36 Million - $1.39 Million
26,432 Added 81.8%
58,746 $3.05 Million
Q1 2023

May 09, 2023
BUY
$51.27 - $52.59 $1.66 Million - $1.7 Million
32,314 New
32,314 $1.69 Million

Others Institutions Holding MUNI

# of Institutions
271
Shares Held
21.3M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR INTER MUN BD ACTI

MUNI Quotes by TradingView
  • Ticker MUNI
  • Sector ETFs
  • Industry ETFs
More about MUNI
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email