Genesis Private Wealth, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Genesis Private Wealth, LLC
- $212 Billion
- Q2 2025
A detailed history of Genesis Private Wealth, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 98,474 shares of MUNI stock, worth $5.15 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
98,474
Previous 95,183
3.46%
Holding current value
$5.15 Million
Previous $4.91 Billion
3.08%
% of portfolio
2.38%
Previous 2.6%
Shares
3 transactions
Others Institutions Holding MUNI
# of Institutions
389Shares Held
32.6MCall Options Held
9.6KPut Options Held
0-
Morgan Stanley New York, NY2.73MShares$143 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.34MShares$122 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.7MShares$89.1 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY1.66MShares$86.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$81 Million0.03% of portfolio