Avantax Planning Partners, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 272,927 shares of MUNI stock, worth $14.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

272,927

Previous 319,856 14.67%

Holding current value

$14.2 Million

Previous $16.9 Million 16.68%

% of portfolio

0.51%

Previous 0.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$51.58 - $52.91 $2.42 Million - $2.48 Million	-46,929 Reduced 14.67%	272,927 $14.1 Million
Q3 2024 Nov 13, 2024	SELL	$51.78 - $52.98 $3.01 Million - $3.08 Million	-58,062 Reduced 15.36%	319,856 $16.9 Million
Q2 2024 Aug 09, 2024	SELL	$51.55 - $52.29 $668,139 - $677,730	-12,961 Reduced 3.32%	377,918 $19.7 Million
Q1 2024 May 02, 2024	SELL	$52.22 - $52.82 $1.3 Million - $1.31 Million	-24,849 Reduced 5.98%	390,879 $20.5 Million
Q4 2023 Feb 09, 2024	BUY	$49.45 - $53.02 $3.77 Million - $4.05 Million	76,310 Added 22.48%	415,728 $22 Million
Q3 2023 Nov 03, 2023	BUY	$50.04 - $51.98 $399,419 - $414,904	7,982 Added 2.41%	339,418 $17 Million
Q2 2023 Jul 17, 2023	SELL	$51.29 - $52.58 $319,793 - $327,836	-6,235 Reduced 1.85%	331,436 $17.2 Million
Q1 2023 Apr 20, 2023	SELL	$51.27 - $52.59 $195,184 - $200,210	-3,807 Reduced 1.11%	337,671 $17.6 Million
Q4 2022 Feb 09, 2023	BUY	$49.62 - $51.84 $8.36 Million - $8.73 Million	168,468 Added 97.37%	341,478 $17.5 Million
Q3 2022 Oct 14, 2022	SELL	$50.12 - $52.69 $2.96 Million - $3.12 Million	-59,145 Reduced 25.48%	173,010 $8.67 Million
Q2 2022 Jul 18, 2022	SELL	$50.91 - $52.98 $2.55 Million - $2.65 Million	-50,082 Reduced 17.74%	232,155 $12 Million
Q1 2022 May 09, 2022	BUY	$52.91 - $56.24 $13.6 Million - $14.4 Million	256,775 Added 1008.46%	282,237 $15 Million
Q4 2021 Jan 28, 2022	BUY	$56.03 - $56.4 $1.43 Million - $1.44 Million	25,462 New	25,462 $1.43 Million

Others Institutions Holding MUNI

# of Institutions

344

Shares Held

28.7M

Call Options Held

Put Options Held

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About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
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Avantax Planning Partners, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History