Carson Allaria Wealth Management, Ltd. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 95,192 shares of SMMU stock, worth $4.78 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
95,192
Previous 83,868 13.5%
Holding current value
$4.78 Million
Previous $4.2 Million 13.83%
% of portfolio
2.66%
Previous 2.52%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$49.18 - $50.17 $556,914 - $568,125
11,324 Added 13.5%
95,192 $4.78 Million
Q1 2025

Apr 28, 2025
SELL
$49.75 - $50.27 $900,773 - $910,188
-18,106 Reduced 17.76%
83,868 $4.2 Million
Q4 2024

Jan 27, 2025
BUY
$49.74 - $50.43 $102,812 - $104,238
2,067 Added 2.07%
101,974 $5.08 Million
Q3 2024

Oct 21, 2024
SELL
$49.69 - $50.5 $229,915 - $233,663
-4,627 Reduced 4.43%
99,907 $5.05 Million
Q2 2024

Jul 22, 2024
BUY
$49.57 - $49.94 $265,695 - $267,678
5,360 Added 5.4%
104,534 $5.21 Million
Q1 2024

May 07, 2024
SELL
$49.89 - $50.18 $1.35 Million - $1.36 Million
-27,113 Reduced 21.47%
99,174 $4.95 Million
Q4 2023

Feb 08, 2024
SELL
$48.75 - $50.14 $53,771 - $55,304
-1,103 Reduced 0.87%
126,287 $6.32 Million
Q3 2023

Nov 09, 2023
BUY
$48.95 - $49.66 $160,849 - $163,182
3,286 Added 2.65%
127,390 $6.24 Million
Q2 2023

Aug 01, 2023
BUY
$49.33 - $49.85 $247,932 - $250,546
5,026 Added 4.22%
124,104 $6.15 Million
Q1 2023

Apr 26, 2023
SELL
$49.23 - $49.88 $378,578 - $383,577
-7,690 Reduced 6.07%
119,078 $5.93 Million
Q4 2022

Feb 06, 2023
SELL
$48.58 - $49.5 $1.7 Million - $1.74 Million
-35,052 Reduced 21.66%
126,768 $6.25 Million
Q3 2022

Nov 09, 2022
BUY
$48.8 - $50.02 $979,806 - $1 Million
20,078 Added 14.17%
161,820 $7.91 Million
Q2 2022

Aug 02, 2022
BUY
$49.13 - $49.94 $62,788 - $63,823
1,278 Added 0.91%
141,742 $7.04 Million
Q1 2022

May 05, 2022
BUY
$49.9 - $51.25 $374,549 - $384,682
7,506 Added 5.65%
140,464 $7.02 Million
Q4 2021

Feb 10, 2022
BUY
$51.2 - $51.31 $6.81 Million - $6.82 Million
132,958 New
132,958 $6.81 Million

Others Institutions Holding SMMU

# of Institutions
181
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SHT TERM MUN BD A

SMMU Quotes by TradingView
  • Ticker SMMU
  • Sector ETFs
  • Industry ETFs
More about SMMU
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