Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MUNI INCOME OPP
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
6.85K
-
Shares change
-
+4.98K
-
Total reported value, excl. options
-
$311K
-
Value change
-
+$226K
-
Number of buys
-
1
-
Price
-
$45.42
Significant Holders of PIMCO ETF TR - MUNI INCOME OPP (MINO) as of Q4 2023
1 filings reported holding MINO - PIMCO ETF TR - MUNI INCOME OPP as of Q4 2023.
PIMCO ETF TR - MUNI INCOME OPP (MINO) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.85K shares
.
Largest 10 shareholders include WealthPLAN Partners, LLC (252K shares), WealthPlan Investment Management, LLC (199K shares), CWM, LLC (188K shares), ENVESTNET ASSET MANAGEMENT INC (98.1K shares), Bridgewealth Advisory Group, LLC (97.9K shares), OSAIC HOLDINGS, INC. (97.8K shares), CarsonAllaria Wealth Management, Ltd. (94.8K shares), Paulson Wealth Management Inc. (83.1K shares), LPL Financial LLC (74K shares), and Private Advisor Group, LLC (73.3K shares).
This table shows the top 1 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.