Cyndeo Wealth Partners, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 30,633 shares of SMMU stock, worth $1.53 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
30,633
Previous 33,417
8.33%
Holding current value
$1.53 Million
Previous $1.67 Million
8.56%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SMMU
# of Institutions
146Shares Held
8.46MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.09MShares$54.5 Million0.01% of portfolio
-
Cwm, LLC773KShares$38.7 Million0.18% of portfolio
-
Wealth Enhancement Advisory Services, LLC658KShares$32.9 Million0.08% of portfolio
-
Morgan Stanley New York, NY605KShares$30.3 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL408KShares$20.4 Million0.05% of portfolio