Waterway Wealth Management, LLC Pimco ETF Tr Municipal Income Transaction History
Waterway Wealth Management, LLC
- $240 Billion
- Q1 2025
A detailed history of Waterway Wealth Management, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 279,280 shares of MINO stock, worth $12.3 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
279,280
Previous 228,713
22.11%
Holding current value
$12.3 Million
Previous $10.3 Billion
21.21%
% of portfolio
5.21%
Previous 4.53%
Shares
3 transactions
Others Institutions Holding MINO
# of Institutions
95Shares Held
4.43MCall Options Held
0Put Options Held
0-
Cwm, LLC426KShares$18.8 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC363KShares$16 Million0.01% of portfolio
-
Private Advisor Group, LLC216KShares$9.52 Million0.06% of portfolio
-
Kovitz Investment Group Partners, LLC200KShares$8.81 Million0.05% of portfolio
-
Envestnet Asset Management Inc179KShares$7.87 Million0.0% of portfolio