Ae Wealth Management LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Ae Wealth Management LLC holds 137 shares of SMMU stock, worth $6,922. This represents 0.0% of its overall portfolio holdings.

Number of Shares

137

Previous 141 2.84%

Holding current value

$6,922

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$49.18 - $50.17 $196 - $200	-4 Reduced 2.84%	137 $6,000
Q1 2025 May 06, 2025	SELL	$49.75 - $50.27 $99 - $100	-2 Reduced 1.4%	141 $7,000
Q4 2024 Feb 13, 2025	SELL	$49.74 - $50.43 $1.74 Million - $1.77 Million	-35,071 Reduced 99.59%	143 $7,000
Q3 2024 Nov 14, 2024	BUY	$49.69 - $50.5 $28,124 - $28,583	566 Added 1.63%	35,214 $1.78 Million
Q2 2024 Aug 12, 2024	BUY	$49.57 - $49.94 $6,344 - $6,392	128 Added 0.37%	34,648 $1.73 Million
Q1 2024 May 15, 2024	SELL	$49.89 - $50.18 $22,650 - $22,781	-454 Reduced 1.3%	34,520 $1.72 Million
Q4 2023 Feb 14, 2024	BUY	$48.75 - $50.14 $1.7 Million - $1.75 Million	34,974 New	34,974 $1.75 Million
Q1 2022 Apr 18, 2022	SELL	$49.9 - $51.25 $295,408 - $303,400	-5,920 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$51.2 - $51.31 $303,104 - $303,755	5,920 New	5,920 $303,000

Others Institutions Holding SMMU

# of Institutions

189

Shares Held

15.6M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Ae Wealth Management LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History