AWS
PML

Atria Wealth Solutions’s PIMCO Municipal Income Fund II PML Stock Holding History

Atria Wealth Solutions’s Portfolio PML Stock Details PML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-81,160
Closed -$658K – 1795
2025
Q1 		$658K Buy
81,160
+8,169
+11% +$68K 0.01% 1063
2024
Q4 		$590K Buy
72,991
+31,670
+77% +$278K 0.01% 1182
2024
Q3 		$388K Buy
41,321
+6,223
+18% +$54.5K ﹤0.01% 1366
2024
Q2 		$300K Buy
35,098
+7,500
+27% +$63.1K ﹤0.01% 1503
2024
Q1 		$235K Buy
27,598
+4,737
+21% +$39.9K ﹤0.01% 1716
2023
Q4 		$190K Buy
22,861
+7,817
+52% +$60.8K ﹤0.01% 1791
2023
Q3 		$116K Buy
15,044
+1,944
+15% +$17K ﹤0.01% 1768
2023
Q2 		$119K Buy
+13,100
New +$119K ﹤0.01% 1771

Other funds holding PML

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return