Wealth Plan Investment Management, LLC Pimco ETF Tr Municipal Income Transaction History

Wealth Plan Investment Management, LLC

$614 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	BUY	$42.03 - $45.7 $223,179 - $242,667	5,310 Added 2.75%	198,734 $9.03 Million
Q3 2023 Nov 15, 2023	SELL	$42.77 - $44.84 $2.27 Million - $2.38 Million	-52,979 Reduced 21.5%	193,424 $8.3 Million
Q3 2023 Nov 09, 2023	BUY	$42.77 - $44.84 $5.82 Million - $6.1 Million	136,017 Added 123.22%	246,403 $10.6 Million
Q2 2023 Aug 14, 2023	BUY	$43.85 - $44.79 $4.77 Million - $4.87 Million	108,804 Added 6877.62%	110,386 $4.92 Million
Q2 2023 Jul 25, 2023	SELL	$43.85 - $44.79 $7.32 Million - $7.48 Million	-166,994 Reduced 99.06%	1,582 $70,000
Q1 2023 May 08, 2023	SELL	$43.65 - $45.08 $8.18 Million - $8.45 Million	-187,478 Reduced 52.65%	168,576 $7.49 Million
Q4 2022 Feb 15, 2023	BUY	$41.62 - $44.41 $2.82 Million - $3.01 Million	67,841 Added 23.54%	356,054 $15.5 Million
Q3 2022 Dec 12, 2022	BUY	$42.58 - $45.44 $3.82 Million - $4.08 Million	89,791 Added 45.25%	288,213 $12.7 Million
Q1 2022 Sep 07, 2022	BUY	$46.33 - $50.01 $9.19 Million - $9.92 Million	198,422 New	198,422 $8.91 Million

Others Institutions Holding MINO

# of Institutions

63

Shares Held

2.52M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR MUNICIPAL INCOME

Ticker MINO
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