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

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 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 12,469 shares of MUNI stock, worth $638,662. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,469
Previous 12,406 0.51%
Holding current value
$638,662
Previous $643 Million 1.06%
% of portfolio
0.25%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
373
Shares Held
30M
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
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