Beta Wealth Group, Inc. Pimco Municipal Income Fund Iii Transaction History
Beta Wealth Group, Inc.
- $184 Million
- Q2 2025
A detailed history of Beta Wealth Group, Inc. transactions in Pimco Municipal Income Fund Iii stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 11,358 shares of PMX stock, worth $80,868. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,358
Previous 107,668
89.45%
Holding current value
$80,868
Previous $770,000
90.0%
% of portfolio
0.04%
Previous 0.39%
Shares
11 transactions
Others Institutions Holding PMX
# of Institutions
73Shares Held
10.1MCall Options Held
0Put Options Held
0-
Rivernorth Capital Management, LLC West Palm Beach, FL2.67MShares$19 Million1.41% of portfolio
-
Hennion & Walsh Asset Management, Inc.841KShares$5.99 Million0.25% of portfolio
-
Advisors Asset Management, Inc. Monument, CO591KShares$4.21 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA564KShares$4.02 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL509KShares$3.63 Million0.03% of portfolio
About PIMCO MUNICIPAL INCOME FUND III
- Ticker PMX
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- PIMCO Municipal Income Fund III is a closed-ended fixed income mutual fund launched and managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in in municipal bonds that pay inte...