Carson Allaria Wealth Management, Ltd. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 60,793 shares of MUNI stock, worth $3.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
60,793
Previous 96,250 36.84%
Holding current value
$3.2 Million
Previous $4.96 Million 37.07%
% of portfolio
1.74%
Previous 2.98%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$50.34 - $51.86 $1.78 Million - $1.84 Million
-35,457 Reduced 36.84%
60,793 $3.12 Million
Q1 2025

Apr 28, 2025
BUY
$51.26 - $52.53 $1.16 Million - $1.19 Million
22,590 Added 30.67%
96,250 $4.96 Million
Q4 2024

Jan 27, 2025
SELL
$51.58 - $52.91 $6,756 - $6,931
-131 Reduced 0.18%
73,660 $3.81 Million
Q3 2024

Oct 21, 2024
SELL
$51.78 - $52.98 $253,255 - $259,125
-4,891 Reduced 6.22%
73,791 $3.91 Million
Q2 2024

Jul 22, 2024
BUY
$51.55 - $52.29 $163,722 - $166,073
3,176 Added 4.21%
78,682 $4.1 Million
Q1 2024

May 07, 2024
SELL
$52.22 - $52.82 $113,735 - $115,041
-2,178 Reduced 2.8%
75,506 $3.96 Million
Q4 2023

Feb 08, 2024
BUY
$49.45 - $53.02 $208,530 - $223,585
4,217 Added 5.74%
77,684 $4.1 Million
Q3 2023

Nov 09, 2023
BUY
$50.04 - $51.98 $28,823 - $29,940
576 Added 0.79%
73,467 $3.68 Million
Q2 2023

Aug 01, 2023
BUY
$51.29 - $52.58 $218,341 - $223,833
4,257 Added 6.2%
72,891 $3.78 Million
Q1 2023

Apr 26, 2023
SELL
$51.27 - $52.59 $486,962 - $499,499
-9,498 Reduced 12.16%
68,634 $3.59 Million
Q4 2022

Feb 06, 2023
BUY
$49.62 - $51.84 $350,019 - $365,679
7,054 Added 9.92%
78,132 $4.01 Million
Q3 2022

Nov 09, 2022
BUY
$50.12 - $52.69 $14,484 - $15,227
289 Added 0.41%
71,078 $3.56 Million
Q2 2022

Aug 02, 2022
BUY
$50.91 - $52.98 $896,830 - $933,295
17,616 Added 33.13%
70,789 $3.64 Million
Q1 2022

May 05, 2022
BUY
$52.91 - $56.24 $49,259 - $52,359
931 Added 1.78%
53,173 $2.82 Million
Q4 2021

Feb 10, 2022
BUY
$56.03 - $56.4 $2.93 Million - $2.95 Million
52,242 New
52,242 $2.94 Million

Others Institutions Holding MUNI

# of Institutions
400
Shares Held
32.6M
Call Options Held
9.6K
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
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