Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MUNI INCOME OPP
-
Total 13F shares
-
1,853,813
-
Share change
-
+311,182
-
Total reported value
-
$84,223,196
-
Price per share
-
$45.42
-
Number of holders
-
43
-
Value change
-
+$14,225,009
-
Number of buys
-
33
-
Number of sells
-
10
Institutional Holders of PIMCO ETF TR - MUNI INCOME OPP (MINO) as of Q4 2023
As of 31 Dec 2023,
PIMCO ETF TR - MUNI INCOME OPP (MINO) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,853,813 shares.
The largest 10 holders included
WealthPLAN Partners, LLC, WealthPlan Investment Management, LLC, CWM, LLC, ENVESTNET ASSET MANAGEMENT INC, Bridgewealth Advisory Group, LLC, OSAIC HOLDINGS, INC., CarsonAllaria Wealth Management, Ltd., Paulson Wealth Management Inc., LPL Financial LLC, and Private Advisor Group, LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.