Palo Alto Wealth Advisors, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Palo Alto Wealth Advisors, LLC
- $285 Billion
- Q4 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 12,406 shares of MUNI stock, worth $647,221. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,406
Previous 4,694
164.29%
Holding current value
$647,221
Previous $246 Million
161.93%
% of portfolio
0.23%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding MUNI
# of Institutions
344Shares Held
28.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.03MShares$106 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.76MShares$91.6 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.64MShares$85.7 Million0.01% of portfolio
-
Cwm, LLC1.52MShares$79.3 Million0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.3MShares$68 Million0.03% of portfolio