Cyndeo Wealth Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 39,291 shares of MUNI stock, worth $2.03 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

39,291

Previous 31,125 26.24%

Holding current value

$2.03 Million

Previous $1.65 Million 23.23%

% of portfolio

0.14%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$51.58 - $52.91 $421,202 - $432,063	8,166 Added 26.24%	39,291 $2.03 Million
Q3 2024 Oct 18, 2024	SELL	$51.78 - $52.98 $451,366 - $461,826	-8,717 Reduced 21.88%	31,125 $1.65 Million
Q2 2024 Jul 30, 2024	SELL	$51.55 - $52.29 $137,226 - $139,195	-2,662 Reduced 6.26%	39,842 $2.07 Million
Q1 2024 Apr 16, 2024	BUY	$52.22 - $52.82 $204,702 - $207,054	3,920 Added 10.16%	42,504 $2.23 Million
Q4 2023 Jan 12, 2024	BUY	$49.45 - $53.02 $983,758 - $1.05 Million	19,894 Added 106.44%	38,584 $2.04 Million
Q3 2023 Oct 10, 2023	BUY	$50.04 - $51.98 $935,247 - $971,506	18,690 New	18,690 $935,000

Others Institutions Holding MUNI

# of Institutions

308

Shares Held

24.6M

Call Options Held

Put Options Held

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About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
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Cyndeo Wealth Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History