Wealth Plan Partners, LLC Pimco ETF Tr Municipal Income Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 68,236 shares of MINO stock, worth $3.09 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

68,236

Previous 252,088 72.93%

Holding current value

$3.09 Million

Previous $11.4 Billion 72.81%

% of portfolio

0.32%

Previous 1.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$45.09 - $45.79 $8.29 Million - $8.42 Million	-183,852 Reduced 72.93%	68,236 $3.11 Billion
Q4 2023 Jan 05, 2024	BUY	$42.03 - $45.7 $238,940 - $259,804	5,685 Added 2.31%	252,088 $11.4 Billion
Q3 2023 Nov 01, 2023	BUY	$42.77 - $44.84 $2.68 Million - $2.81 Million	62,679 Added 34.12%	246,403 $10.6 Billion
Q2 2023 Jul 31, 2023	SELL	$43.85 - $44.79 $845,559 - $863,685	-19,283 Reduced 9.5%	183,724 $8.19 Billion
Q1 2023 May 10, 2023	SELL	$43.65 - $45.08 $6.7 Million - $6.92 Million	-153,395 Reduced 43.04%	203,007 $9.02 Billion

Q4 2022 Feb 16, 2023	BUY	$41.68 - $44.41 $6.58 Million - $7.02 Million	157,980 Added 79.62%	356,402 $15.9 Billion
Q1 2022 May 03, 2022	BUY	N/A	198,422 New	198,422 $8.91 Million

Others Institutions Holding MINO

# of Institutions

Shares Held

2.18M

Call Options Held

Put Options Held

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About PIMCO ETF TR MUNICIPAL INCOME

Ticker MINO
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Wealth Plan Partners, LLC Pimco ETF Tr Municipal Income Transaction History