Madison Wealth Partners, Inc Pimco ETF Tr Inter Mun Bd Acti Transaction History

Madison Wealth Partners, Inc

$271 Million
Q1 2024

A detailed history of Madison Wealth Partners, Inc transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 14,423 shares of MUNI stock, worth $751,870. This represents 0.28% of its overall portfolio holdings.

Number of Shares

14,423

Previous 12,962 11.27%

Holding current value

$751,870

Previous $684,000 10.53%

% of portfolio

0.28%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$52.22 - $52.82 $76,293 - $77,170	1,461 Added 11.27%	14,423 $756,000
Q4 2023 Feb 12, 2024	BUY	$49.45 - $53.02 $22,252 - $23,859	450 Added 3.6%	12,962 $684,000
Q3 2023 Nov 01, 2023	BUY	$50.04 - $51.98 $8,606 - $8,940	172 Added 1.39%	12,512 $626,000
Q2 2023 Jul 20, 2023	BUY	$51.29 - $52.58 $45,904 - $47,059	895 Added 7.82%	12,340 $639,000
Q1 2023 Apr 20, 2023	BUY	$51.27 - $52.59 $7,126 - $7,310	139 Added 1.23%	11,445 $598,000

Q4 2022 Jan 24, 2023	BUY	$49.67 - $51.84 $133,910 - $139,760	2,696 Added 31.31%	11,306 $0
Q3 2022 Oct 24, 2022	BUY	N/A	1,649 Added 23.69%	8,610 $432,000
Q2 2022 Jul 22, 2022	BUY	N/A	6,961 New	6,961 $358,000

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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Madison Wealth Partners, Inc Pimco ETF Tr Inter Mun Bd Acti Transaction History