Ep Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 19,755 shares of MUNI stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,755
Previous 10,640 85.67%
Holding current value
$1.04 Million
Previous $548,000 85.04%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$50.34 - $51.86 $458,849 - $472,703
9,115 Added 85.67%
19,755 $1.01 Million
Q4 2023

Feb 28, 2024
BUY
$49.45 - $53.02 $235,134 - $252,110
4,755 Added 80.8%
10,640 $561,000
Q3 2023

Nov 22, 2023
BUY
$50.04 - $51.98 $294,485 - $305,902
5,885 New
5,885 $294,000
Q2 2022

Aug 11, 2022
BUY
$50.91 - $52.98 $252,004 - $262,251
4,950 New
4,950 $255,000

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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