Cyndeo Wealth Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 31,088 shares of MUNI stock, worth $1.58 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

31,088

Previous 39,291 20.88%

Holding current value

$1.58 Million

Previous $2.03 Million 21.31%

% of portfolio

0.11%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$51.26 - $52.53 $420,485 - $430,903	-8,203 Reduced 20.88%	31,088 $1.6 Million
Q4 2024 Jan 21, 2025	BUY	$51.58 - $52.91 $421,202 - $432,063	8,166 Added 26.24%	39,291 $2.03 Million
Q3 2024 Oct 18, 2024	SELL	$51.78 - $52.98 $451,366 - $461,826	-8,717 Reduced 21.88%	31,125 $1.65 Million
Q2 2024 Jul 30, 2024	SELL	$51.55 - $52.29 $137,226 - $139,195	-2,662 Reduced 6.26%	39,842 $2.07 Million
Q1 2024 Apr 16, 2024	BUY	$52.22 - $52.82 $204,702 - $207,054	3,920 Added 10.16%	42,504 $2.23 Million
Q4 2023 Jan 12, 2024	BUY	$49.45 - $53.02 $983,758 - $1.05 Million	19,894 Added 106.44%	38,584 $2.04 Million
Q3 2023 Oct 10, 2023	BUY	$50.04 - $51.98 $935,247 - $971,506	18,690 New	18,690 $935,000

Others Institutions Holding MUNI

# of Institutions

354

Shares Held

30.6M

Call Options Held

Put Options Held

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About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
Sector ETFs
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Cyndeo Wealth Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History