Morton Brown Family Wealth, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 141,434 shares of MUNI stock, worth $7.35 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
141,434
Previous 116,847
21.04%
Holding current value
$7.35 Million
Previous $6.19 Million
18.19%
% of portfolio
2.55%
Previous 2.2%
Shares
3 transactions
Others Institutions Holding MUNI
# of Institutions
327Shares Held
26.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.64MShares$85.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.53MShares$79.3 Million0.01% of portfolio
-
Cwm, LLC1.52MShares$79 Million0.33% of portfolio
-
Bank Of America Corp Charlotte, NC1.47MShares$76.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.3MShares$67.7 Million0.03% of portfolio