Summit Investment Advisory Services, LLC Pimco ETF Tr Municipal Income Transaction History
Summit Investment Advisory Services, LLC
- $251 Billion
- Q3 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 22,864 shares of MINO stock, worth $1.04 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
22,864
Previous 19,707
16.02%
Holding current value
$1.04 Million
Previous $872 Million
18.85%
% of portfolio
0.41%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding MINO
# of Institutions
116Shares Held
5.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC582KShares$26.5 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.557KShares$25.4 Million0.57% of portfolio
-
Cwm, LLC516KShares$23.5 Million0.07% of portfolio
-
Envestnet Asset Management Inc303KShares$13.8 Million0.0% of portfolio
-
Kovitz Investment Group Partners, LLC281KShares$12.8 Million0.05% of portfolio