Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 103,456 shares of MUNI stock, worth $5.39 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

103,456

Previous 82,265 25.76%

Holding current value

$5.39 Million

Previous $4.23 Billion 28.43%

% of portfolio

0.71%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$52.22 - $52.82 $1.11 Million - $1.12 Million	21,191 Added 25.76%	103,456 $5.43 Billion
Q4 2023 Apr 04, 2024	SELL	$49.45 - $53.02 $761,134 - $816,083	-15,392 Reduced 15.76%	82,265 $4.23 Billion
Q3 2023 Apr 04, 2024	BUY	$50.04 - $51.98 $643,864 - $668,826	12,867 Added 15.18%	97,657 $4.89 Billion
Q2 2023 Apr 04, 2024	BUY	$51.29 - $52.58 $156,742 - $160,684	3,056 Added 3.74%	84,790 $4.4 Billion
Q1 2023 Apr 04, 2024	SELL	$51.27 - $52.59 $27,224 - $27,925	-531 Reduced 0.65%	81,734 $4.27 Billion

Q4 2022 Apr 04, 2024	BUY	$49.67 - $51.84 $4.09 Million - $4.26 Million	82,265 New	82,265 $4.23 Billion

Others Institutions Holding MUNI

# of Institutions

271

Shares Held

21.3M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
Sector ETFs
Industry ETFs

More about MUNI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History