Legacy Financial Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Legacy Financial Advisors, Inc.

$505 Million
Q2 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 60,052 shares of MUNI stock, worth $3.18 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

60,052

Previous 62,099 3.3%

Holding current value

$3.18 Million

Previous $3.26 Million 4.05%

% of portfolio

0.62%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$51.55 - $52.29 $105,522 - $107,037	-2,047 Reduced 3.3%	60,052 $3.13 Million
Q1 2024 May 14, 2024	SELL	$52.22 - $52.82 $170,654 - $172,615	-3,268 Reduced 5.0%	62,099 $3.26 Million
Q4 2023 Feb 06, 2024	BUY	$49.45 - $53.02 $3.23 Million - $3.47 Million	65,367 New	65,367 $3.45 Million
Q3 2022 Nov 09, 2022	BUY	$50.12 - $52.69 $1.28 Million - $1.34 Million	25,452 Added 14.56%	200,250 $10 Million
Q2 2022 Aug 08, 2022	BUY	$50.91 - $52.98 $969,682 - $1.01 Million	19,047 Added 12.23%	174,798 $9 Million
Q1 2022 May 04, 2022	BUY	$52.91 - $56.24 $8.24 Million - $8.76 Million	155,751 New	155,751 $8.26 Million

Others Institutions Holding MUNI

# of Institutions

288

Shares Held

23.2M

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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Legacy Financial Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History