Taylor & Morgan Wealth Management, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History
Taylor & Morgan Wealth Management, LLC
- $170 Million
- Q4 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 56,332 shares of MUNI stock, worth $2.96 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
56,332
Previous 5,739
881.56%
Holding current value
$2.96 Million
Previous $300,000
885.0%
% of portfolio
1.74%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding MUNI
# of Institutions
423Shares Held
35.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.97MShares$156 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.79MShares$147 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$94.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.74MShares$91.2 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY1.24MShares$65.3 Million0.0% of portfolio