Lido Advisors
PML

Lido Advisors’s PIMCO Municipal Income Fund II PML Stock Holding History

Lido Advisors’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
2026
Q1 		$1.79M Buy
235,786
+2,301
+1% +$17.6K 0.01% 742
2025
Q4 		$1.86M Sell
233,485
-1
-0% -$8 0.01% 743
2025
Q3 		$1.86M Buy
233,486
+19
+0% +$140 0.01% 704
2025
Q2 		$1.75M Hold
233,467
– – 0.01% 633
2025
Q1 		$1.9M Hold
233,467
– – 0.01% 548
2024
Q4 		$1.9M Sell
233,467
-11,160
-5% -$98.1K 0.01% 531
2024
Q3 		$2.3M Sell
244,627
-800
-0.3% -$7.01K 0.02% 441
2024
Q2 		$2.1M Sell
245,427
-11,145
-4% -$93.7K 0.02% 438
2024
Q1 		$2.19M Sell
256,572
-23,615
-8% -$199K 0.02% 414
2023
Q4 		$2.34M Buy
+280,187
New +$2.18M 0.02% 384

Other funds holding PML

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return