Trademark Financial Management, LLC Pimco ETF Tr Municipal Income Transaction History
Trademark Financial Management, LLC
- $121 Billion
- Q1 2024
A detailed history of Trademark Financial Management, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Trademark Financial Management, LLC holds 9,599 shares of MINO stock, worth $436,178. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,599
Previous 6,322
51.83%
Holding current value
$436,178
Previous $287 Million
52.54%
% of portfolio
0.36%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding MINO
# of Institutions
56Shares Held
2.18MCall Options Held
0Put Options Held
0-
Cwm, LLC286KShares$13 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC239KShares$10.9 Million0.01% of portfolio
-
Private Advisor Group, LLC154KShares$6.98 Million0.05% of portfolio
-
Carson Allaria Wealth Management, Ltd.143KShares$6.48 Million4.19% of portfolio
-
Clarity Asset Management, Inc. Ames, IA103KShares$4.66 Million3.23% of portfolio