A detailed history of Joel Adams & Associates, Inc. transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 12,829 shares of MINT stock, worth $1.29 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
12,829
Previous 12,946 0.9%
Holding current value
$1.29 Million
Previous $1.3 Billion 0.99%
% of portfolio
1.14%
Previous 1.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

SELL
$100.04 - $100.54 $11,704 - $11,763
-117 Reduced 0.9%
12,829 $1.29 Billion
Q1 2025

Apr 22, 2025

BUY
$100.32 - $100.76 $436,091 - $438,003
4,347 Added 50.55%
12,946 $1.3 Billion
Q4 2024

Jan 31, 2025

BUY
$100.22 - $100.73 $861,791 - $866,177
8,599 New
8,599 $863 Million

Others Institutions Holding MINT

About PIMCO ETF TR ENHANCED SHT MATU


  • Ticker MINT
  • Sector ETFs
  • Industry ETFs
More about MINT
Track This Portfolio

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.