Martin Worley Group MUNI Holdings History

Number of Shares
88,826.00
Current Holdings Value*
$4.58 Mil
% of Portfolio
2.61%
Total Estimate Gain
$-81,574.41
% of Total Estimate Gain
-1.76%

Martin Worley Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Martin Worley Group held 88,826.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $4.58 Mil. This investment constitutes 2.61% of their stock portfolio, and Martin Worley Group now holds 0.25% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.

The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of MUNI, at an average price of $52.14, for a total of 88,826.00 shares. Based on historical transaction data and MUNI's current price of $51.23, Martin Worley Group's estimated gain on his MUNI holdings is $-81,574.41, reflecting a -1.76% gain to date.

Martin Worley Group MUNI ($51.23) Holding Chart

Martin Worley Group MUNI ($51.23) 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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