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 17,307 shares of MINO stock, worth $769,642. This represents 0.59% of its overall portfolio holdings.

Number of Shares
17,307
Previous 17,498 1.09%
Holding current value
$769,642
Previous $788 Million 1.82%
% of portfolio
0.59%
Previous 0.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

SELL
$44.44 - $45.83 $8,488 - $8,753
-191 Reduced 1.09%
17,307 $774 Million
Q4 2024

Jan 30, 2025

BUY
$44.94 - $46.07 $161,289 - $165,345
3,589 Added 25.8%
17,498 $788 Million
Q3 2024

Oct 31, 2024

BUY
$45.07 - $46.16 $62,872 - $64,393
1,395 Added 11.15%
13,909 $642 Million
Q2 2024

Jul 30, 2024

BUY
$44.89 - $45.65 $130,854 - $133,069
2,915 Added 30.37%
12,514 $569 Million
Q1 2024

May 07, 2024

BUY
$45.09 - $45.79 $147,759 - $150,053
3,277 Added 51.83%
9,599 $438 Million
Q4 2023

Feb 13, 2024

BUY
$42.03 - $45.7 $265,713 - $288,915
6,322 New
6,322 $287 Million

Others Institutions Holding MINO

About PIMCO ETF TR MUNICIPAL INCOME


  • Ticker MINO
  • Sector ETFs
  • Industry ETFs
More about MINO
Track This Portfolio

Track Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.