Palo Alto Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Palo Alto Wealth Advisors, LLC
- $242 Billion
- Q3 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 4,694 shares of MUNI stock, worth $244,792. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,694
Previous 4,640
1.16%
Holding current value
$244,792
Previous $242 Million
1.71%
% of portfolio
0.1%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding MUNI
# of Institutions
302Shares Held
24.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.53MShares$79.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.47MShares$76.7 Million0.01% of portfolio
-
Cwm, LLC1.47MShares$76.6 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$65.3 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.11MShares$58.1 Million0.0% of portfolio