Palo Alto Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 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 4,640 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
Others Institutions Holding MUNI
# of Institutions
292Shares Held
23.7MCall Options Held
0Put Options Held
0-
Cwm, LLC1.47MShares$76.3 Million0.33% of portfolio
-
Morgan Stanley New York, NY1.44MShares$74.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$73.1 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$64.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.15MShares$59.6 Million0.01% of portfolio