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

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 85,914 shares of MUNI stock, worth $4.38 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
85,914
Previous 87,428 1.73%
Holding current value
$4.38 Million
Previous $4.52 Million 2.08%
% of portfolio
0.11%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$51.26 - $52.53 $77,607 - $79,530
-1,514 Reduced 1.73%
85,914 $4.43 Million
Q4 2024

Feb 03, 2025
SELL
$51.58 - $52.91 $90,883 - $93,227
-1,762 Reduced 1.98%
87,428 $4.52 Million
Q3 2024

Nov 14, 2024
BUY
$51.78 - $52.98 $252,686 - $258,542
4,880 Added 5.79%
89,190 $4.73 Million
Q2 2024

Aug 09, 2024
SELL
$51.55 - $52.29 $283,885 - $287,961
-5,507 Reduced 6.13%
84,310 $4.39 Million
Q1 2024

Apr 19, 2024
SELL
$52.22 - $52.82 $627,736 - $634,949
-12,021 Reduced 11.8%
89,817 $4.71 Million
Q4 2023

Jan 11, 2024
BUY
$49.45 - $53.02 $1.65 Million - $1.77 Million
33,401 Added 48.81%
101,838 $5.38 Million
Q3 2023

Oct 25, 2023
SELL
$50.04 - $51.98 $1.43 Million - $1.48 Million
-28,544 Reduced 29.43%
68,437 $3.43 Million
Q2 2023

Aug 08, 2023
SELL
$51.29 - $52.58 $1.51 Million - $1.55 Million
-29,432 Reduced 23.28%
96,981 $5.03 Million
Q1 2023

Apr 26, 2023
SELL
$51.27 - $52.59 $34.1 Million - $35 Million
-664,595 Reduced 84.02%
126,413 $6.61 Million
Q4 2022

Feb 02, 2023
BUY
$49.62 - $51.84 $16 Million - $16.8 Million
323,331 Added 69.14%
791,008 $40.6 Million
Q3 2022

Oct 13, 2022
BUY
$50.12 - $52.69 $1.81 Million - $1.9 Million
36,136 Added 8.37%
467,677 $23.4 Million
Q2 2022

Jul 22, 2022
BUY
$50.91 - $52.98 $16.6 Million - $17.3 Million
325,896 Added 308.48%
431,541 $22.2 Million
Q1 2022

May 10, 2022
BUY
$52.91 - $56.24 $5.02 Million - $5.33 Million
94,832 Added 877.02%
105,645 $5.6 Million
Q4 2021

Jan 14, 2022
BUY
$56.03 - $56.4 $61,296 - $61,701
1,094 Added 11.26%
10,813 $608,000
Q3 2021

Oct 14, 2021
BUY
$56.37 - $57.1 $146,618 - $148,517
2,601 Added 36.54%
9,719 $548,000
Q2 2021

Jul 14, 2021
BUY
$56.16 - $56.92 $399,746 - $405,156
7,118 New
7,118 $404,000

Others Institutions Holding MUNI

# of Institutions
366
Shares Held
32.1M
Call Options Held
0
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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