Ep Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 10,640 shares of MUNI stock, worth $563,388. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,640
Previous 10,640
-0.0%
Holding current value
$563,388
Previous $558,000
0.9%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding MUNI
# of Institutions
288Shares Held
23.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.44MShares$76.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$74.6 Million0.04% of portfolio
-
Cwm, LLC1.32MShares$70 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$65.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.15MShares$60.7 Million0.01% of portfolio