Position history for Dynasty Wealth Management, LLC's holdings in PIMCO ETF TR
Dynasty Wealth Management, LLC holds 627,479 shares of MUNI (PIMCO ETF TR), worth $32.9M as of 2025-Q4. The position was decreased (-14.9% shares). MUNI represents 0.3% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$32.9M
Current Shares
627,479
Total Value Change
+$12.8M
Total Shares Change
+240,766
Other major holders of MUNI: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY
Decreased |
| 627,479 |
-14.9% |
| $32.9M |
| 0.3% |
| $52.26 |
0 |
| 2025-Q3 | Decreased | 737,363 | -20.4% | $38.5M | 0.5% | $51.56 | 0 |
| 2025-Q2 | Decreased | 925,848 | -0.9% | $47.6M | 0.8% | $50.16 | 0 |
| 2025-Q1 | Decreased | 934,395 | -6.6% | $48.2M | 0.8% | $49.91 | 0 |
| 2024-Q4 | Increased | 1M | +371.0% | $51.7M | 0.9% | $49.93 | 67 |
| 2024-Q3 | Decreased | 212,383 | -45.1% | $23.1M | 0.7% | $50.54 | 0 |
| 2024-Q2 | Increased | 386,713 | +8.9% | $20.1M | 0.6% | $49.24 | 44 |