Steel Peak Wealth Management LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 43,910 shares of MUNI stock, worth $2.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

43,910

Holding current value

$2.28 Million

% of portfolio

0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$51.58 - $52.91 $2.26 Million - $2.32 Million	43,910 New	43,910 $2.27 Million
Q4 2023 Jan 23, 2024	BUY	$49.45 - $53.02 $4.65 Million - $4.99 Million	94,090 New	94,090 $4.97 Million
Q1 2023 May 05, 2023	SELL	$51.27 - $52.59 $18.9 Million - $19.4 Million	-368,930 Reduced 98.95%	3,925 $205,000
Q4 2022 Jan 25, 2023	BUY	$49.62 - $51.84 $18.1 Million - $18.9 Million	364,780 Added 4517.4%	372,855 $0
Q2 2022 Aug 02, 2022	SELL	$50.91 - $52.98 $198,650 - $206,727	-3,902 Reduced 32.58%	8,075 $416,000
Q4 2021 Jan 31, 2022	SELL	$56.03 - $56.4 $120,464 - $121,260	-2,150 Reduced 15.22%	11,977 $673,000
Q3 2021 Nov 15, 2021	BUY	$56.37 - $57.1 $19,729 - $19,985	350 Added 2.54%	14,127 $796,000
Q2 2021 Aug 13, 2021	SELL	$56.16 - $56.92 $33,696 - $34,152	-600 Reduced 4.17%	13,777 $782,000
Q1 2021 May 18, 2021	SELL	$56.08 - $57.1 $2.25 Million - $2.29 Million	-40,179 Reduced 73.65%	14,377 $808,000
Q4 2020 Feb 04, 2021	BUY	$55.86 - $56.82 $68,540 - $69,718	1,227 Added 2.3%	54,556 $3.1 Million
Q3 2020 Oct 26, 2020	BUY	$55.66 - $56.64 $547,137 - $556,771	9,830 Added 22.6%	53,329 $3 Million
Q2 2020 Jul 21, 2020	BUY	$53.21 - $55.79 $611,702 - $641,361	11,496 Added 35.92%	43,499 $2.42 Million
Q1 2020 Apr 16, 2020	SELL	$50.41 - $56.52 $15,627 - $17,521	-310 Reduced 0.96%	32,003 $1.75 Million
Q4 2019 Feb 06, 2020	BUY	$54.8 - $55.57 $1.77 Million - $1.8 Million	32,313 New	32,313 $1.78 Million

Others Institutions Holding MUNI

# of Institutions

344

Shares Held

28.7M

Call Options Held

Put Options Held

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About PIMCO ETF TR INTER MUN BD ACTI

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Steel Peak Wealth Management LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History