KEYVANTAGE WEALTH, LLC MUNI Holdings History
KEYVANTAGE WEALTH, LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary
As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 134,893.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $6.95 Mil. This investment constitutes 3.38% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.36% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.
The initial trade took place in 2024Q4. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of MUNI, at an average price of $52.02, for a total of 134,893.00 shares. Based on historical transaction data and MUNI's current price of $51.08, KEYVANTAGE WEALTH, LLC's estimated gain on his MUNI holdings is $-127,316.78, reflecting a -1.81% gain to date.
KEYVANTAGE WEALTH, LLC MUNI ($51.08) Holding Chart
KEYVANTAGE WEALTH, LLC MUNI ($51.08) 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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