SARD WEALTH MANAGEMENT GROUP, LLC MINT Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 30,264.00 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT), totaling $3.04 Mil. This investment constitutes 1.88% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.02% of the outstanding PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of MINT, at an average price of $100.27, for a total of 32,558.00 shares. In addition, there have been 1 sales at an average price of $100.49 for 2,294.00 shares. Based on historical transaction data and MINT's current price of $100.50, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his MINT holdings is $7,422.28, reflecting a 0.23% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC MINT ($100.50) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC MINT ($100.50) 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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