Congress Wealth Management LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Congress Wealth Management LLC holds 33,511 shares of MINT stock, worth $3.37 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

33,511

Previous 6,177 442.51%

Holding current value

$3.37 Million

Previous $619,000 444.59%

% of portfolio

0.04%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$100.32 - $100.76 $2.74 Million - $2.75 Million	27,334 Added 442.51%	33,511 $3.37 Million
Q4 2024 Feb 11, 2025	BUY	$100.22 - $100.73 $75,365 - $75,748	752 Added 13.86%	6,177 $619,000
Q3 2024 Nov 12, 2024	BUY	$100.09 - $100.69 $542,988 - $546,243	5,425 New	5,425 $546,000
Q2 2022 Aug 11, 2022	SELL	$99.0 - $100.08 $1 Million - $1.02 Million	-10,147 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$100.07 - $101.54 $969,378 - $983,617	-9,687 Reduced 48.84%	10,147 $1.02 Million
Q4 2021 Feb 04, 2022	BUY	$101.54 - $101.91 $2.01 Million - $2.02 Million	19,834 New	19,834 $2.01 Million

Others Institutions Holding MINT

# of Institutions

778

Shares Held

98M

Call Options Held

Put Options Held

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About PIMCO ETF TR ENHANCED SHT MATU

Ticker MINT
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Pimco ETF Tr Enhanced Sht Matu Transaction History