Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History
Financial Synergies Wealth Advisors, Inc.
- $988 Billion
- Q3 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 105,445 shares of MUNI stock, worth $5.53 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
105,445
Previous 105,074
0.35%
Holding current value
$5.53 Million
Previous $5.4 Billion
2.15%
% of portfolio
0.56%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding MUNI
# of Institutions
417Shares Held
35.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.97MShares$156 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.79MShares$147 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$94.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$91.2 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$65.3 Million0.0% of portfolio