Financial Synergies Wealth Advisors, Inc. Pimco ETF Tr Inter Mun Bd Acti Transaction History
Financial Synergies Wealth Advisors, Inc.
- $806 Billion
- Q4 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 104,902 shares of MUNI stock, worth $5.43 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
104,902
Previous 104,008
0.86%
Holding current value
$5.43 Million
Previous $5.51 Billion
1.51%
% of portfolio
0.67%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding MUNI
# of Institutions
349Shares Held
28.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.03MShares$105 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.76MShares$90.9 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.64MShares$85 Million0.01% of portfolio
-
Cwm, LLC1.52MShares$78.6 Million0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.3MShares$67.4 Million0.03% of portfolio