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

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

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 49,989 shares of MUNI stock, worth $2.55 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

49,989

Previous 52,825 5.37%

Holding current value

$2.55 Million

Previous $2.73 Million 5.71%

% of portfolio

0.52%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$51.26 - $52.53 $145,373 - $148,975	-2,836 Reduced 5.37%	49,989 $2.58 Million
Q4 2024 Feb 13, 2025	SELL	$51.58 - $52.91 $347,133 - $356,084	-6,730 Reduced 11.3%	52,825 $2.73 Million
Q3 2024 Nov 13, 2024	SELL	$51.78 - $52.98 $25,734 - $26,331	-497 Reduced 0.83%	59,555 $3.16 Million
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

366

Shares Held

32.1M

Call Options Held

Put Options Held

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About PIMCO ETF TR INTER MUN BD ACTI

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