Cyndeo Wealth Partners, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 36,236 shares of SMMU stock, worth $1.82 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
36,236
Previous 30,633
18.29%
Holding current value
$1.82 Million
Previous $1.53 Million
18.26%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SMMU
# of Institutions
147Shares Held
8.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.15MShares$57.6 Million0.01% of portfolio
-
Cwm, LLC773KShares$38.9 Million0.18% of portfolio
-
Wealth Enhancement Advisory Services, LLC658KShares$33.1 Million0.08% of portfolio
-
Morgan Stanley New York, NY605KShares$30.4 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL465KShares$23.4 Million0.05% of portfolio