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 4,640 shares of MUNI stock, worth $240,955. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,640
Previous 4,418 5.02%
Holding current value
$240,955
Previous $232 Million 4.21%
% of portfolio
0.17%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About PIMCO ETF TR INTER MUN BD ACTI


  • 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.