Sax Wealth Advisors, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	SELL	$98.86 - $99.36 $278,982 - $280,393	-2,822 Reduced 54.66%	2,341 $231,000
Q2 2022 Aug 11, 2022	SELL	$99.0 - $100.08 $195,921 - $198,058	-1,979 Reduced 27.71%	5,163 $512,000
Q1 2022 Apr 20, 2022	SELL	$100.07 - $101.54 $73,151 - $74,225	-731 Reduced 9.28%	7,142 $715,000
Q4 2021 Feb 07, 2022	BUY	$101.54 - $101.91 $70,671 - $70,929	696 Added 9.7%	7,873 $800,000
Q3 2021 Dec 10, 2021	SELL	$101.91 - $102.02 $254,163 - $254,437	-2,494 Reduced 25.79%	7,177 $732,000
Q2 2021 Aug 12, 2021	SELL	$101.87 - $102.03 $258,749 - $259,156	-2,540 Reduced 20.8%	9,671 $986,000
Q1 2021 May 14, 2021	BUY	$101.91 - $102.15 $255,997 - $256,600	2,512 Added 25.9%	12,211 $1.24 Million
Q4 2020 Feb 16, 2021	BUY	$101.9 - $102.06 $988,328 - $989,879	9,699 New	9,699 $990,000

Others Institutions Holding MINT

# of Institutions

705

Shares Held

87.8M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR ENHANCED SHT MATU

Ticker MINT
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