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

Bcgm Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 29,020 shares of SMMU stock, worth $1.45 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

29,020

Previous 31,505 7.89%

Holding current value

$1.45 Million

Previous $1.59 Million 9.11%

% of portfolio

0.5%

Previous 0.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$49.74 - $50.43 $123,603 - $125,318	-2,485 Reduced 7.89%	29,020 $1.45 Million
Q3 2024 Nov 06, 2024	SELL	$49.69 - $50.5 $143,007 - $145,339	-2,878 Reduced 8.37%	31,505 $1.59 Million
Q2 2024 Jul 30, 2024	SELL	$49.57 - $49.94 $381,441 - $384,288	-7,695 Reduced 18.29%	34,383 $1.71 Million
Q1 2024 May 07, 2024	BUY	$49.89 - $50.18 $112,402 - $113,055	2,253 Added 5.66%	42,078 $2.1 Million
Q4 2023 Feb 08, 2024	SELL	$48.75 - $50.14 $87,262 - $89,750	-1,790 Reduced 4.3%	39,825 $1.99 Million
Q3 2023 Nov 08, 2023	SELL	$48.95 - $49.66 $36,027 - $36,549	-736 Reduced 1.74%	41,615 $2.04 Million
Q2 2023 Aug 07, 2023	BUY	$49.33 - $49.85 $199,194 - $201,294	4,038 Added 10.54%	42,351 $2.1 Million
Q1 2023 May 02, 2023	SELL	$49.23 - $49.88 $1,624 - $1,646	-33 Reduced 0.09%	38,313 $1.91 Million
Q4 2022 Feb 07, 2023	BUY	$48.58 - $49.5 $43,673 - $44,500	899 Added 2.4%	38,346 $1.89 Million
Q3 2022 Nov 03, 2022	BUY	$48.8 - $50.02 $841,458 - $862,494	17,243 Added 85.34%	37,447 $1.82 Million
Q2 2022 Aug 01, 2022	BUY	$49.13 - $49.94 $510,116 - $518,527	10,383 Added 105.72%	20,204 $1.01 Million
Q1 2022 May 02, 2022	BUY	$49.9 - $51.25 $490,067 - $503,326	9,821 New	9,821 $0

Others Institutions Holding SMMU

# of Institutions

181

Shares Held

10.9M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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