Vertex Planning Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Pimco ETF Tr Inter Mun Bd Acti stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 9,380 shares of MUNI stock, worth $484,758. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,380

Previous 8,761 7.07%

Holding current value

$484,758

Previous $464 Million 4.54%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$51.58 - $52.91 $31,928 - $32,751	619 Added 7.07%	9,380 $485 Million
Q3 2024 Nov 07, 2024	BUY	$51.78 - $52.98 $53,126 - $54,357	1,026 Added 13.26%	8,761 $464 Million
Q2 2024 Aug 13, 2024	SELL	$51.55 - $52.29 $241,872 - $245,344	-4,692 Reduced 37.76%	7,735 $403 Million
Q1 2024 May 13, 2024	SELL	$52.22 - $52.82 $10,600 - $10,722	-203 Reduced 1.61%	12,427 $652 Million
Q4 2023 Feb 14, 2024	SELL	$49.45 - $53.02 $1.67 Million - $1.79 Million	-33,735 Reduced 72.76%	12,630 $667 Million
Q3 2023 Nov 14, 2023	SELL	$50.04 - $51.98 $70,706 - $73,447	-1,413 Reduced 2.96%	46,365 $2.32 Billion
Q2 2023 Aug 14, 2023	BUY	$51.29 - $52.58 $1.7 Million - $1.74 Million	33,147 Added 226.55%	47,778 $2.48 Billion
Q1 2023 May 16, 2023	SELL	$51.27 - $52.59 $19,482 - $19,984	-380 Reduced 2.53%	14,631 $765 Million
Q4 2022 Feb 06, 2023	BUY	$49.62 - $51.84 $744,845 - $778,170	15,011 New	15,011 $771 Million

Others Institutions Holding MUNI

# of Institutions

349

Shares Held

28.9M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR INTER MUN BD ACTI

Ticker MUNI
Sector ETFs
Industry ETFs

More about MUNI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History