Vertex Planning Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,687 shares of MUNI stock, worth $598,023. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,687
Previous 9,380 24.59%
Holding current value
$598,023
Previous $485 Million 24.16%
% of portfolio
0.13%
Previous 0.11%

Shares

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

May 14, 2025
BUY
$51.26 - $52.53 $118,256 - $121,186
2,307 Added 24.59%
11,687 $602 Million
Q4 2024

Feb 12, 2025
BUY
$51.58 - $52.91 $31,928 - $32,751
619 Added 7.07%
9,380 $485 Million
Q3 2024

Nov 07, 2024
BUY
$51.78 - $52.98 $53,126 - $54,357
1,026 Added 13.26%
8,761 $464 Million
Q2 2024

Aug 13, 2024
SELL
$51.55 - $52.29 $241,872 - $245,344
-4,692 Reduced 37.76%
7,735 $403 Million
Q1 2024

May 13, 2024
SELL
$52.22 - $52.82 $10,600 - $10,722
-203 Reduced 1.61%
12,427 $652 Million
Q4 2023

Feb 14, 2024
SELL
$49.45 - $53.02 $1.67 Million - $1.79 Million
-33,735 Reduced 72.76%
12,630 $667 Million
Q3 2023

Nov 14, 2023
SELL
$50.04 - $51.98 $70,706 - $73,447
-1,413 Reduced 2.96%
46,365 $2.32 Billion
Q2 2023

Aug 14, 2023
BUY
$51.29 - $52.58 $1.7 Million - $1.74 Million
33,147 Added 226.55%
47,778 $2.48 Billion
Q1 2023

May 16, 2023
SELL
$51.27 - $52.59 $19,482 - $19,984
-380 Reduced 2.53%
14,631 $765 Million
Q4 2022

Feb 06, 2023
BUY
$49.62 - $51.84 $744,845 - $778,170
15,011 New
15,011 $771 Million

Others Institutions Holding MUNI

# of Institutions
366
Shares Held
32.1M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR INTER MUN BD ACTI

MUNI Quotes by TradingView
  • Ticker MUNI
  • Sector ETFs
  • Industry ETFs
More about MUNI
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