Palo Alto Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Palo Alto Wealth Advisors, LLC

$343 Billion
Q3 2025

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 14,123 shares of MUNI stock, worth $740,892. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,123

Previous 13,658 3.4%

Holding current value

$740,892

Previous $701 Million 6.02%

% of portfolio

0.22%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.9 - $52.37 $23,668 - $24,352	465 Added 3.4%	14,123 $744 Million
Q2 2025 Aug 14, 2025	BUY	$50.34 - $51.86 $59,854 - $61,661	1,189 Added 9.54%	13,658 $701 Million
Q1 2025 May 15, 2025	BUY	$51.26 - $52.53 $3,229 - $3,309	63 Added 0.51%	12,469 $637 Million
Q4 2024 Feb 14, 2025	BUY	$51.58 - $52.91 $397,784 - $408,041	7,712 Added 164.29%	12,406 $643 Million
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

417

Shares Held

35.1M

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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Palo Alto Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History