Wealth Plan Investment Management, LLC Pimco ETF Tr Municipal Income Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Pimco ETF Tr Municipal Income stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,053 shares of MINO stock, worth $275,593. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,053

Previous 6,245 3.07%

Holding current value

$275,593

Previous $276,000 0.72%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$43.6 - $45.33 $8,371 - $8,703	-192 Reduced 3.07%	6,053 $274,000
Q2 2025 Jul 28, 2025	BUY	$43.42 - $45.15 $271,157 - $281,961	6,245 New	6,245 $276,000
Q4 2023 Jan 05, 2024	BUY	$42.03 - $45.7 $223,179 - $242,667	5,310 Added 2.75%	198,734 $9.03 Million
Q3 2023 Nov 15, 2023	SELL	$42.77 - $44.84 $2.27 Million - $2.38 Million	-52,979 Reduced 21.5%	193,424 $8.3 Million
Q3 2023 Nov 09, 2023	BUY	$42.77 - $44.84 $5.82 Million - $6.1 Million	136,017 Added 123.22%	246,403 $10.6 Million

Q2 2023 Aug 14, 2023	BUY	$43.85 - $44.79 $4.77 Million - $4.87 Million	108,804 Added 6877.62%	110,386 $4.92 Million
Q2 2023 Jul 25, 2023	SELL	$43.85 - $44.79 $7.32 Million - $7.48 Million	-166,994 Reduced 99.06%	1,582 $70,000
Q1 2023 May 08, 2023	SELL	$43.65 - $45.08 $8.18 Million - $8.45 Million	-187,478 Reduced 52.65%	168,576 $7.49 Million
Q4 2022 Feb 15, 2023	BUY	$41.62 - $44.41 $2.82 Million - $3.01 Million	67,841 Added 23.54%	356,054 $15.5 Million
Q3 2022 Dec 12, 2022	BUY	$42.58 - $45.44 $3.82 Million - $4.08 Million	89,791 Added 45.25%	288,213 $12.7 Million
Q1 2022 Sep 07, 2022	BUY	$46.33 - $50.01 $9.19 Million - $9.92 Million	198,422 New	198,422 $8.91 Million

Others Institutions Holding MINO

# of Institutions

117

Shares Held

5.98M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR MUNICIPAL INCOME

Ticker MINO
Sector ETFs
Industry ETFs

More about MINO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC Pimco ETF Tr Municipal Income Transaction History