Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History
Financial Synergies Wealth Advisors, Inc.
- $918 Billion
- Q2 2025
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 105,074 shares of MUNI stock, worth $5.38 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
105,074
Previous 105,720
0.61%
Holding current value
$5.38 Million
Previous $5.45 Billion
0.98%
% of portfolio
0.59%
Previous 0.66%
Shares
11 transactions
Others Institutions Holding MUNI
# of Institutions
374Shares Held
30.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.15MShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.04MShares$104 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.66MShares$85 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$79.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.41MShares$72.1 Million0.02% of portfolio