Steward Partners Investment Advisory, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 42,435 shares of MUNI stock, worth $2.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
42,435
Previous 41,458 2.36%
Holding current value
$2.2 Million
Previous $2.16 Million 4.17%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$51.78 - $52.98 $50,589 - $51,761
977 Added 2.36%
42,435 $2.25 Million
Q2 2024

Aug 08, 2024
SELL
$51.55 - $52.29 $4,691 - $4,758
-91 Reduced 0.22%
41,458 $2.16 Million
Q1 2024

May 15, 2024
BUY
$52.22 - $52.82 $1.52 Million - $1.54 Million
29,103 Added 233.83%
41,549 $2.18 Million
Q4 2023

Feb 12, 2024
BUY
$49.45 - $53.02 $594,784 - $637,724
12,028 Added 2877.51%
12,446 $657,000
Q3 2023

Nov 13, 2023
SELL
$50.04 - $51.98 $28,422 - $29,524
-568 Reduced 57.61%
418 $20,000
Q1 2023

May 15, 2023
SELL
$51.27 - $52.59 $929,217 - $953,141
-18,124 Reduced 94.84%
986 $51,000
Q4 2022

Feb 15, 2023
BUY
$49.62 - $51.84 $899,312 - $939,548
18,124 Added 1838.13%
19,110 $981,000
Q3 2022

Nov 10, 2022
SELL
$50.12 - $52.69 $2,054 - $2,160
-41 Reduced 3.99%
986 $49,000
Q1 2022

May 02, 2022
BUY
$52.91 - $56.24 $10,793 - $11,472
204 Added 24.79%
1,027 $54,000
Q4 2021

Feb 08, 2022
BUY
$56.03 - $56.4 $31,825 - $32,035
568 Added 222.75%
823 $46,000
Q1 2021

May 14, 2021
BUY
$56.08 - $57.1 $14,300 - $14,560
255 New
255 $0

Others Institutions Holding MUNI

# of Institutions
303
Shares Held
24.4M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR INTER MUN BD ACTI

MUNI Quotes by TradingView
  • Ticker MUNI
  • Sector ETFs
  • Industry ETFs
More about MUNI
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email