Beta Wealth Group, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 46,072 shares of MUNI stock, worth $2.38 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

46,072

Previous 47,843 3.7%

Holding current value

$2.38 Million

Previous $2.53 Million 5.96%

% of portfolio

1.16%

Previous 1.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$51.58 - $52.91 $91,348 - $93,703	-1,771 Reduced 3.7%	46,072 $2.38 Million
Q3 2024 Nov 01, 2024	SELL	$51.78 - $52.98 $69,592 - $71,205	-1,344 Reduced 2.73%	47,843 $2.53 Million
Q2 2024 Aug 12, 2024	BUY	$51.55 - $52.29 $125,163 - $126,960	2,428 Added 5.19%	49,187 $2.56 Million
Q1 2024 May 14, 2024	SELL	$52.22 - $52.82 $1.73 Million - $1.75 Million	-33,041 Reduced 41.4%	46,759 $2.45 Million
Q4 2023 Feb 09, 2024	BUY	$49.45 - $53.02 $1.03 Million - $1.1 Million	20,765 Added 35.17%	79,800 $4.21 Million
Q3 2023 Nov 13, 2023	BUY	$50.04 - $51.98 $14,461 - $15,022	289 Added 0.49%	59,035 $2.96 Million
Q2 2023 Aug 11, 2023	BUY	$51.29 - $52.58 $1.36 Million - $1.39 Million	26,432 Added 81.8%	58,746 $3.05 Million
Q1 2023 May 09, 2023	BUY	$51.27 - $52.59 $1.66 Million - $1.7 Million	32,314 New	32,314 $1.69 Million

Others Institutions Holding MUNI

# of Institutions

349

Shares Held

28.9M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
Sector ETFs
Industry ETFs

More about MUNI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Account

Beta Wealth Group, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History