Amplius Wealth Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	SELL	$49.89 - $50.18 $151,615 - $152,497	-3,039 Reduced 36.67%	5,249 $261,000
Q4 2023 Jan 10, 2024	SELL	$48.75 - $50.14 $4.81 Million - $4.95 Million	-98,724 Reduced 92.26%	8,288 $414,000
Q3 2023 Oct 17, 2023	BUY	$48.95 - $49.66 $532,624 - $540,350	10,881 Added 11.32%	107,012 $5.24 Million
Q2 2023 Jul 26, 2023	BUY	$49.33 - $49.85 $722,931 - $730,551	14,655 Added 17.99%	96,131 $4.76 Million
Q1 2023 Apr 25, 2023	BUY	$49.23 - $49.88 $68,872 - $69,782	1,399 Added 1.75%	81,476 $4.06 Million
Q4 2022 Jan 19, 2023	BUY	$48.58 - $49.5 $3.89 Million - $3.96 Million	80,077 New	80,077 $0
Q2 2022 Jul 21, 2022	SELL	$49.13 - $49.94 $611,815 - $621,902	-12,453 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$49.9 - $51.25 $19,411 - $19,936	-389 Reduced 3.03%	12,453 $622,000
Q4 2021 Jan 28, 2022	BUY	$51.2 - $51.31 $657,510 - $658,923	12,842 New	12,842 $657,000

Others Institutions Holding SMMU

# of Institutions

154

Shares Held

9.22M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

More about SMMU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.