Number of Shares
42,731.00
Current Holdings Value*
$2.20 Mil
% of Portfolio
0.97%
Total Estimate Gain
$-105,117.13
% of Total Estimate Gain
-3.31%

Landmark Wealth Management, LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Landmark Wealth Management, LLC held 42,731.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $2.20 Mil. This investment constitutes 0.97% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.11% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.

The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 9 purchases of MUNI, at an average price of $53.07, for a total of 59,914.00 shares. In addition, there have been 4 sales at an average price of $51.46 for 17,183.00 shares. Based on historical transaction data and MUNI's current price of $51.26, Landmark Wealth Management, LLC's estimated gain on his MUNI holdings is $-105,117.13, reflecting a -3.31% gain to date.

Landmark Wealth Management, LLC MUNI ($51.26) Holding Chart

Landmark Wealth Management, LLC MUNI ($51.26) 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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