Axxcess Wealth Management, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 96,870 shares of SMMU stock, worth $4.91 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
96,870
Previous 71,831
34.86%
Holding current value
$4.91 Million
Previous $3.59 Million
35.27%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SMMU
# of Institutions
186Shares Held
15.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.31MShares$168 Million0.01% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.06MShares$53.9 Million5.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$53.4 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC842KShares$42.7 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL681KShares$34.5 Million0.06% of portfolio