Trademark Financial Management, LLC Pimco ETF Tr Municipal Income Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Trademark Financial Management, LLC holds 13,909 shares of MINO stock, worth $627,295. This represents 0.51% of its overall portfolio holdings.
Number of Shares
13,909
Previous 12,514
11.15%
Holding current value
$627,295
Previous $569 Million
12.91%
% of portfolio
0.51%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding MINO
# of Institutions
71Shares Held
3.09MCall Options Held
0Put Options Held
0-
Cwm, LLC405KShares$18.2 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC285KShares$12.8 Million0.01% of portfolio
-
Private Advisor Group, LLC191KShares$8.64 Million0.06% of portfolio
-
Waterway Wealth Management, LLC The Woodlands, TX167KShares$7.55 Million3.32% of portfolio
-
Carson Allaria Wealth Management, Ltd.155KShares$7.01 Million4.24% of portfolio