A detailed history of Wcg Wealth Advisors LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 467,376 shares of MUNI stock, worth $24.2 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
467,376
Previous 543,290 13.97%
Holding current value
$24.2 Million
Previous $28.3 Million 12.45%
% of portfolio
1.67%
Previous 2.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$51.78 - $52.98 $3.93 Million - $4.02 Million
-75,914 Reduced 13.97%
467,376 $24.8 Million
Q2 2024

Aug 12, 2024

BUY
$51.55 - $52.29 $4.33 Million - $4.39 Million
83,995 Added 18.29%
543,290 $28.3 Million
Q1 2024

May 13, 2024

SELL
$52.22 - $52.82 $3.74 Million - $3.78 Million
-71,639 Reduced 13.49%
459,295 $24.1 Million
Q4 2023

Feb 08, 2024

SELL
$49.45 - $53.02 $4.86 Million - $5.22 Million
-98,367 Reduced 15.63%
530,934 $28 Million
Q3 2023

Nov 09, 2023

BUY
$50.04 - $51.98 $981,734 - $1.02 Million
19,619 Added 3.22%
629,301 $33.2 Million
Q2 2023

Aug 14, 2023

BUY
$51.29 - $52.58 $1.6 Million - $1.64 Million
31,227 Added 5.4%
609,682 $31.6 Million
Q1 2023

May 15, 2023

BUY
$51.27 - $52.59 $1.91 Million - $1.96 Million
37,288 Added 6.89%
578,455 $30.2 Million
Q4 2022

Feb 14, 2023

BUY
$49.62 - $51.84 $4.43 Million - $4.63 Million
89,228 Added 19.74%
541,167 $27.8 Million
Q3 2022

Nov 14, 2022

SELL
$50.12 - $52.69 $2.34 Million - $2.46 Million
-46,765 Reduced 9.38%
451,939 $22.7 Million
Q2 2022

Aug 23, 2022

BUY
$50.91 - $52.98 $24.8 Million - $25.8 Million
487,649 Added 4411.12%
498,704 $25.7 Million
Q2 2022

Aug 15, 2022

BUY
$50.91 - $52.98 $562,810 - $585,693
11,055 New
11,055 $1.55 Million

Others Institutions Holding MUNI

About PIMCO ETF TR INTER MUN BD ACTI


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

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.