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 $243,055. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,694
Previous 4,640 1.16%
Holding current value
$243,055
Previous $242 Million 1.71%
% of portfolio
0.1%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$51.78 - $52.98 $2,796 - $2,860
54 Added 1.16%
4,694 $246 Million
Q2 2024

Aug 13, 2024
BUY
$51.55 - $52.29 $11,444 - $11,608
222 Added 5.02%
4,640 $242 Million
Q1 2024

Apr 30, 2024
BUY
$52.22 - $52.82 $230,707 - $233,358
4,418 New
4,418 $232 Million

Others Institutions Holding MUNI

# of Institutions
303
Shares Held
24.4M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR INTER MUN BD ACTI

MUNI Quotes by TradingView
  • Ticker MUNI
  • Sector ETFs
  • Industry ETFs
More about MUNI
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email