Beacon Financial Advisory LLC Pimco ETF Tr Municipal Income Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,479 shares of MINO stock, worth $203,928. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,479
Previous 5,105
12.26%
Holding current value
$203,928
Previous $225,000
10.22%
% of portfolio
0.05%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding MINO
# of Institutions
116Shares Held
5.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC582KShares$26.5 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.557KShares$25.4 Million0.57% of portfolio
-
Cwm, LLC516KShares$23.5 Million0.07% of portfolio
-
Envestnet Asset Management Inc303KShares$13.8 Million0.0% of portfolio
-
Kovitz Investment Group Partners, LLC281KShares$12.8 Million0.05% of portfolio