Sage View Advisory Group, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 12,544 shares of SMMU stock, worth $627,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,544

Previous 12,982 3.37%

Holding current value

$627,200

Previous $647 Million 2.16%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$49.69 - $50.5 $21,764 - $22,119	-438 Reduced 3.37%	12,544 $633 Million
Q2 2024 Aug 14, 2024	BUY	$49.57 - $49.94 $643,517 - $648,321	12,982 New	12,982 $647 Million
Q4 2023 Feb 09, 2024	SELL	$48.75 - $50.14 $49,725 - $51,142	-1,020 Reduced 7.01%	13,536 $678 Million
Q3 2023 Nov 02, 2023	BUY	$48.95 - $49.66 $40,922 - $41,515	836 Added 6.09%	14,556 $713 Million
Q2 2023 Aug 11, 2023	BUY	$49.33 - $49.85 $307,375 - $310,615	6,231 Added 83.2%	13,720 $680 Million
Q1 2023 May 01, 2023	SELL	$49.23 - $49.88 $15,212 - $15,412	-309 Reduced 3.96%	7,489 $373 Million
Q4 2022 Feb 14, 2023	BUY	$48.58 - $49.5 $378,826 - $386,001	7,798 New	7,798 $384 Million

Others Institutions Holding SMMU

# of Institutions

154

Shares Held

9.23M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Sage View Advisory Group, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History