Stone Crest Wealth Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History
Stone Crest Wealth Management, Inc.
- $228 Billion
- Q3 2025
A detailed history of Stone Crest Wealth Management, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 25,718 shares of SMMU stock, worth $1.3 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
25,718
Previous 29,721
13.47%
Holding current value
$1.3 Million
Previous $1.49 Billion
12.78%
% of portfolio
0.57%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding SMMU
# of Institutions
189Shares Held
15.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.31MShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$53.2 Million0.0% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.05MShares$53.1 Million4.68% of portfolio
-
Wealth Enhancement Advisory Services, LLC842KShares$42.6 Million0.08% of portfolio
-
Cwm, LLC687KShares$34.7 Million0.1% of portfolio