Landmark Wealth Management, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Landmark Wealth Management, LLC

$216 Million
Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 28,850 shares of MUNI stock, worth $1.5 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

28,850

Previous 23,627 22.11%

Holding current value

$1.5 Million

Previous $1.25 Million 21.31%

% of portfolio

0.7%

Previous 0.61%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$52.22 - $52.82 $272,745 - $275,878	5,223 Added 22.11%	28,850 $1.51 Million
Q4 2023 Jan 22, 2024	BUY	$49.45 - $53.02 $160,415 - $171,996	3,244 Added 15.92%	23,627 $1.25 Million
Q3 2023 Oct 13, 2023	BUY	$50.04 - $51.98 $365,942 - $380,129	7,313 Added 55.95%	20,383 $1.02 Million
Q2 2023 Jul 14, 2023	SELL	$51.29 - $52.58 $34,159 - $35,018	-666 Reduced 4.85%	13,070 $678,000
Q1 2023 Apr 17, 2023	BUY	$51.27 - $52.59 $96,438 - $98,921	1,881 Added 15.87%	13,736 $718,000

Q4 2022 Jan 20, 2023	SELL	$49.67 - $51.84 $314,709 - $328,458	-6,336 Reduced 34.83%	11,855 $609,000
Q3 2022 Oct 24, 2022	SELL	N/A	-8,788 Reduced 32.57%	18,191 $912,000
Q2 2022 Jul 21, 2022	BUY	N/A	18,672 Added 224.77%	26,979 $1.39 Million
Q1 2022 Apr 26, 2022	SELL	N/A	-9,700 Reduced 53.87%	8,307 $0
Q4 2021 Jan 27, 2022	BUY	N/A	18,007 New	18,007 $1,000

Others Institutions Holding MUNI

# of Institutions

271

Shares Held

21.3M

Call Options Held

Put Options Held

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About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
Sector ETFs
Industry ETFs

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Landmark Wealth Management, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History