Number of Shares
118,392.00
Current Holdings Value*
$11.91 Mil
% of Portfolio
4.82%
Total Estimate Gain
$-58,306.16
% of Total Estimate Gain
-0.42%

Planned Solutions, Inc.'s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Planned Solutions, Inc. held 118,392.00 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT), totaling $11.91 Mil. This investment constitutes 4.82% of their stock portfolio, and Planned Solutions, Inc. now holds 0.09% of the outstanding PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT) stock.

The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 5 purchases of MINT, at an average price of $100.76, for a total of 137,456.00 shares. In addition, there have been 12 sales at an average price of $99.70 for 19,064.00 shares. Based on historical transaction data and MINT's current price of $100.44, Planned Solutions, Inc.'s estimated gain on his MINT holdings is $-58,306.16, reflecting a -0.42% gain to date.

Planned Solutions, Inc. MINT ($100.44) Holding Chart

Planned Solutions, Inc. MINT ($100.44) 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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