MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - Institutionellt ägande - Säljare

PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
US ˙ ARCA ˙ US72201R8667

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-04-28 13F Oregon Pacific Wealth Management, LLC 0 −100,00 0
2025-07-16 13F Novem Group 6 450 −18,68 331 −18,87
2025-05-15 13F IHT Wealth Management, LLC 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 120 954 −7,94 6 235 −8,25
2025-08-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-07-17 13F Janney Capital Management LLC 28 987 −1,06 1 0,00
2025-07-25 13F Astoria Portfolio Advisors LLC. 13 039 −14,42 664 −14,10
2025-08-14 13F Prestige Wealth Management Group LLC 22 398 −5,78 1 150 −6,12
2025-08-12 13F Cornerstone Wealth Management, LLC 40 433 −9,64 2 077 −9,97
2025-07-21 13F Curran Financial Partners, LLC 13 880 −9,66 713 −10,10
2025-07-17 13F LifeGoal Wealth Advisors 0 −100,00 0
2025-07-09 13F Biltmore Wealth Management, LLC 50 560 −57,32 2 597 −57,48
2025-07-22 13F Valley National Advisers Inc 1 237 −50,38 0
2025-07-16 13F RWM Asset Management, LLC 11 394 −3,64 585 −3,94
2025-08-13 13F First Trust Advisors Lp 10 967 −1,11 563 −1,40
2025-07-30 13F D.a. Davidson & Co. 5 657 −2,87 291 −3,33
2025-07-09 13F Stokes Capital Advisors, LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 3 412 −5,41 175 −5,41
2025-07-31 13F Buckingham Strategic Partners 27 937 −12,66 1 435 −12,99
2025-08-12 13F Accredited Wealth Management, LLC 2 325 −25,60 119 −26,09
2025-08-11 13F Inspire Advisors, LLC 21 844 −13,34 1 122 −13,70
2025-08-14 13F UBS Group AG 612 396 −5,12 31 453 −5,47
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 205 561 −5,07 11 −9,09
2025-04-29 13F/A SILVER OAK SECURITIES, Inc 0 −100,00 0 −100,00
2025-08-07 13F Legacy Financial Advisors, Inc. 46 921 −6,14 2 410 −6,48
2025-07-25 13F Landmark Wealth Management, LLC 36 470 −14,65 2 −50,00
2025-06-10 13F Compass Financial Services Inc 0 −100,00 0
2025-07-22 13F Private Wealth Group, LLC 7 299 −12,81 375 −13,23
2025-08-12 13F Financial Advocates Investment Management 5 003 −9,87 257 −10,49
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-05-20 13F Security National Bank Of Sioux City Iowa /ia/ 0 −100,00 0 −100,00
2025-07-08 13F First International Bank & Trust 57 498 −24,82 2 953 −25,09
2025-08-13 13F Capital Analysts, Inc. 396 971 −0,58 20 0,00
2025-08-08 13F Keyvantage Wealth, Llc 134 162 −0,54 6 891 −0,91
2025-04-24 13F Aspect Partners, LLC 0 −100,00 0
2025-05-01 13F Steel Peak Wealth Management LLC 0 −100,00 0
2025-07-15 13F Cora Capital Advisors Llc 12 495 −49,21 642 −49,45
2025-07-21 13F Ameritas Advisory Services, LLC 5 724 −36,30 294 −36,72
2025-08-12 13F Charles Schwab Investment Management Inc 101 815 −4,76 5 229 −5,10
2025-08-18 13F Hershey Financial Advisers, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 826 862 −48,27 42 −48,78
2025-07-15 13F BCS Wealth Management 93 905 −25,22 5 −33,33
2025-08-08 13F Creative Planning 39 379 −51,63 2 022 −51,82
2025-08-06 13F First Horizon Advisors, Inc. 0 −100,00 0
2025-08-06 13F Vestmark Advisory Solutions, Inc. 36 344 −37,33 1 867 −37,57
2025-05-05 13F Lunt Capital Management, Inc. 0 −100,00 0
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 60 793 −36,84 3 122 −37,07
2025-04-14 13F Eagle Wealth Strategies Llc 0 −100,00 0
2025-07-29 13F BKD Wealth Advisors, LLC 83 175 −3,19 4 272 −3,55
2025-07-15 13F Revisor Wealth Management LLC 14 860 −0,10 762 −0,52
2025-08-18 13F/A Kestra Investment Management, LLC 170 877 −44,33 8 776 −44,54
2025-08-06 13F Smart Money Group LLC 38 862 −56,50 1 996 −56,68
2025-07-23 13F REAP Financial Group, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 86 591 −17,15 4 447 −17,45
2025-08-13 13F Legacy Capital Wealth Partners, LLC 17 829 −32,12 916 −32,37
2025-08-08 13F Crossmark Global Holdings, Inc. 27 189 −11,14 1 396 −11,48
2025-08-14 13F Ausdal Financial Partners, Inc. 32 225 −2,81 1 655 −3,16
2025-07-09 13F Fermata Advisors, LLC 119 111 −25,03 6 118 −25,31
2025-08-01 13F Bessemer Group Inc 0 −100,00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 108 894 −9,97 5 593 −10,31
2025-07-14 13F Brady Martz Wealth Solutions, LLC 22 431 −15,29 1 152 −15,60
2025-07-10 13F Rockland Trust Co 11 946 −12,26 614 −12,55
2025-04-25 13F Crown Wealth Group, LLC 0 −100,00 0
2025-07-11 13F Bond & Devick Financial Network, Inc. 7 417 −15,02 381 −15,37
2025-08-13 13F Rockport Wealth LLC 21 546 −16,63 1 107 −16,97
2025-08-13 13F StoneX Group Inc. 93 336 −20,62 4 794 −20,92
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 1 168 929 −29,54 60 036 −29,79
2025-08-13 13F WCG Wealth Advisors LLC 327 476 −21,25 16 819 −21,54
2025-08-14 13F Fmr Llc 303 −5,31 16 −6,25
2025-07-25 13F McNamara Financial Services, Inc. 5 807 −2,16 298 −2,30
2025-08-14 13F Goodwin Investment Advisory 30 205 −3,35 1 551 −3,66
2025-07-15 13F Avaii Wealth Management, Llc 13 937 −20,25 716 −20,56
2025-08-01 13F Equita Financial Network, Inc. 126 549 −20,82 6 500 −21,12
2025-08-06 13F Robinson Smith Wealth Advisors Llc 14 282 −21,46 734 −21,77
2025-07-18 13F Bartlett & Co. Wealth Management Llc 4 741 −8,67 243 −8,99
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 11 680 −38,46 600 −38,75
2025-08-05 13F Avant Financial Advisors LLC 40 431 −25,74 2 077 −26,02
2025-07-25 13F Sequoia Financial Advisors, LLC 14 116 −5,74 725 −6,22
2025-07-17 13F Clear Point Advisors Inc. 6 365 −8,15 327 −8,68
2025-08-14 13F Sand Hill Global Advisors, LLC 66 393 −45,74 3 410 −45,95
2025-05-15 13F Aqr Capital Management Llc 0 −100,00 0
2025-08-07 13F 49 Wealth Management, Llc 8 442 −9,31 434 −9,60
2025-07-24 13F Cyndeo Wealth Partners, LLC 30 699 −1,25 1 577 −1,62
2025-07-07 13F Kings Path Partners LLC 17 663 −12,73 907 −13,04
2025-07-28 13F Sagespring Wealth Partners, Llc 326 396 −42,98 16 764 −43,19
2025-07-29 13F Stratos Wealth Advisors, LLC 10 169 −11,51 522 −11,82
2025-04-14 13F Orrstown Financial Services Inc 0 −100,00 0
2025-07-16 13F ORG Partners LLC 16 184 −0,33 833 −0,48
2025-08-14 13F Old Mission Capital Llc 21 240 −71,89 1 091 −72,02
2025-07-10 13F Marshall Financial Group LLC 14 924 −0,33 765 −0,91
2025-07-17 13F Janney Montgomery Scott LLC 23 417 −27,31 1 0,00
2025-08-14 13F Betterment LLC 6 790 −20,11 0
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 36 357 −90,87 2 −95,00
2025-08-14 13F Financial Engines Advisors L.L.C. 38 294 −3,30 1 967 −3,63
2025-07-17 13F XML Financial, LLC 227 148 −0,97 11 666 −1,34
2025-07-23 13F Clear Creek Financial Management, LLC 15 266 −5,61 784 −5,88
2025-08-20 13F Forefront Wealth Partners, LLC 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 5 816 −19,12 299 −19,46
2025-05-28 13F Wealth Management Associates, Inc. 0 −100,00 0 −100,00
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-05-02 13F Summit X, LLC 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 532 402 −20,02 27 344 −20,32
2025-07-30 13F Towneley Capital Management, Inc / DE 0 −100,00 0
2025-08-05 13F Dynasty Wealth Management, Llc 925 848 −0,91 47 552 −1,28
2025-08-11 13F CFS Investment Advisory Services, LLC 7 255 −87,62 0 −100,00
2025-08-11 13F Beta Wealth Group, Inc. 37 506 −3,56 1 926 −3,89
2025-08-12 13F Ameritas Investment Partners, Inc. 22 036 −6,68 1 132 −7,07
2025-07-29 13F Signature Estate & Investment Advisors Llc 0 −100,00 0
2025-08-01 13F Petra Financial Advisors Inc 15 234 −1,21 782 −1,51
2025-07-16 13F Kooman & Associates 19 712 −7,91 1 012 −8,25
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 105 074 −0,61 5 397 −0,97
2025-07-21 13F Consilium Wealth Advisory, LLC 0 −100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 17 511 −56,89 899 −57,05
2025-07-25 13F Alpha Financial Partners, LLC 25 171 −11,06 1 293 −11,39
2025-07-14 13F Opal Wealth Advisors, LLC 30 899 −8,50 1 587 −8,85
2025-08-05 13F Westside Investment Management, Inc. 34 492 −1,15 1 771 −1,50
2025-08-08 13F Emerald Investment Partners, Llc 1 554 −3,18 80 −3,66
2025-05-15 13F TCG Advisory Services, LLC 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 14 595 −24,20 750 −24,50
2025-09-04 13F/A Advisor Group Holdings, Inc. 258 157 −25,47 13 262 −25,73
2025-07-30 13F Bleakley Financial Group, LLC 63 235 −2,43 3 248 −2,78
2025-07-09 13F Goelzer Investment Management, Inc. 171 377 −20,20 8 802 −20,50
2025-07-22 13F Unique Wealth, Llc 34 314 −30,71 1 762 −30,96
2025-08-13 13F Level Four Advisory Services, Llc 10 511 −0,89 540 −1,28
2025-05-14 13F Rockefeller Capital Management L.P. 0 −100,00 0
2025-07-29 13F Kelman-Lazarov, Inc. 78 972 −12,35 4 056 −12,66
2025-08-12 13F MAI Capital Management 151 234 −10,92 7 767 −11,24
2025-07-07 13F Wealth Alliance Advisory Group, LLC 195 782 −0,42 10 055 −0,79
2025-08-01 13F Cedar Point Capital Partners, LLC 43 843 −4,67 2 252 −5,02
2025-08-08 13F W.H. Cornerstone Investments Inc. 20 276 −7,11 1 041 −7,47
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-30 13F Sanders Morris Harris Llc 0 −100,00 0
2025-04-21 13F DecisionMap Wealth Management, LLC 0 −100,00 0
2025-08-11 13F PAX Financial Group, LLC 58 317 −20,96 2 995 −21,25
2025-08-11 13F Avantax Planning Partners, Inc. 258 972 −3,77 13 301 −4,12
2025-07-29 13F Madison Wealth Partners, Inc 13 573 −17,52 697 −17,81
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