CarsonAllaria Wealth Management, Ltd. MUNI Holdings History
CarsonAllaria Wealth Management, Ltd.'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 96,250.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $4.96 Mil. This investment constitutes 2.87% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.28% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.
The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 9 purchases of MUNI, at an average price of $53.66, for a total of 112,948.00 shares. In addition, there have been 4 sales at an average price of $52.12 for 16,698.00 shares. Based on historical transaction data and MUNI's current price of $51.29, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his MUNI holdings is $-254,144.81, reflecting a -4.19% gain to date.
CarsonAllaria Wealth Management, Ltd. MUNI ($51.29) Holding Chart
CarsonAllaria Wealth Management, Ltd. MUNI ($51.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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