Financial Synergies Wealth Advisors, Inc. - PIMCO ETF TR ownership

PIMCO ETF TR's ticker is MUNI and the CUSIP is 72201R866. A total of 261 filers reported holding PIMCO ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Synergies Wealth Advisors, Inc. ownership history of PIMCO ETF TR
ValueSharesWeighting
Q2 2024$5,367,608
-1.1%
103,104
-0.3%
0.72%
+1.5%
Q1 2024$5,428,360
+28.4%
103,456
+25.8%
0.71%
+8.9%
Q4 2023$4,226,775
-13.6%
82,265
-15.8%
0.65%
-7.4%
Q3 2023$4,889,669
+11.2%
97,657
+15.2%
0.71%
+14.6%
Q2 2023$4,395,497
+2.9%
84,790
+3.7%
0.62%
-1.8%
Q1 2023$4,271,435
+1.1%
81,734
-0.6%
0.63%
-4.1%
Q4 2022$4,226,77582,2650.65%
Other shareholders
PIMCO ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Towneley Capital Management, Inc / DE 835,575$43,500,01310.20%
Shotwell Rutter Baer Inc 94,690$4,934,2964.37%
Equita Financial Network, Inc. 157,602$8,2053.43%
BCS Wealth Management 102,594$5,3412.60%
CarsonAllaria Wealth Management, Ltd. 78,682$4,096,1842.51%
MBL Wealth, LLC 420,681$21,900,6532.44%
Goodwin Investment Advisory 90,478$4,710,2842.16%
WCG Wealth Advisors LLC 543,290$28,2842.10%
Paladin Advisory Group, LLC 50,790$2,629,9062.05%
Wealth Alliance Advisory Group, LLC 170,242$8,862,7992.00%
View complete list of PIMCO ETF TR shareholders