Steel Peak Wealth Management LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$49.45 - $53.02 $4.65 Million - $4.99 Million	94,090 New	94,090 $4.97 Million
Q1 2023 May 05, 2023	SELL	$51.27 - $52.59 $18.9 Million - $19.4 Million	-368,930 Reduced 98.95%	3,925 $205,000
Q4 2022 Jan 25, 2023	BUY	$49.62 - $51.84 $18.1 Million - $18.9 Million	364,780 Added 4517.4%	372,855 $0
Q2 2022 Aug 02, 2022	SELL	$50.91 - $52.98 $198,650 - $206,727	-3,902 Reduced 32.58%	8,075 $416,000
Q4 2021 Jan 31, 2022	SELL	$56.03 - $56.4 $120,464 - $121,260	-2,150 Reduced 15.22%	11,977 $673,000
Q3 2021 Nov 15, 2021	BUY	$56.37 - $57.1 $19,729 - $19,985	350 Added 2.54%	14,127 $796,000
Q2 2021 Aug 13, 2021	SELL	$56.16 - $56.92 $33,696 - $34,152	-600 Reduced 4.17%	13,777 $782,000
Q1 2021 May 18, 2021	SELL	$56.08 - $57.1 $2.25 Million - $2.29 Million	-40,179 Reduced 73.65%	14,377 $808,000
Q4 2020 Feb 04, 2021	BUY	$55.86 - $56.82 $68,540 - $69,718	1,227 Added 2.3%	54,556 $3.1 Million
Q3 2020 Oct 26, 2020	BUY	$55.66 - $56.64 $547,137 - $556,771	9,830 Added 22.6%	53,329 $3 Million
Q2 2020 Jul 21, 2020	BUY	$53.21 - $55.79 $611,702 - $641,361	11,496 Added 35.92%	43,499 $2.42 Million
Q1 2020 Apr 16, 2020	SELL	$50.41 - $56.52 $15,627 - $17,521	-310 Reduced 0.96%	32,003 $1.75 Million
Q4 2019 Feb 06, 2020	BUY	$54.8 - $55.57 $1.77 Million - $1.8 Million	32,313 New	32,313 $1.78 Million

Others Institutions Holding MUNI

# of Institutions

303

Shares Held

24.4M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR INTER MUN BD ACTI

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