Cyndeo Wealth Partners, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 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 30,548 shares of SMMU stock, worth $1.52 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
30,548
Previous 34,501 11.46%
Holding current value
$1.52 Million
Previous $1.74 Million 12.63%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$49.74 - $50.43 $196,622 - $199,349
-3,953 Reduced 11.46%
30,548 $1.52 Million
Q3 2024

Oct 18, 2024
SELL
$49.69 - $50.5 $86,212 - $87,617
-1,735 Reduced 4.79%
34,501 $1.74 Million
Q2 2024

Jul 30, 2024
BUY
$49.57 - $49.94 $277,740 - $279,813
5,603 Added 18.29%
36,236 $1.81 Million
Q1 2024

Apr 16, 2024
SELL
$49.89 - $50.18 $138,893 - $139,701
-2,784 Reduced 8.33%
30,633 $1.53 Million
Q4 2023

Jan 12, 2024
BUY
$48.75 - $50.14 $1.63 Million - $1.68 Million
33,417 New
33,417 $1.67 Million

Others Institutions Holding SMMU

# of Institutions
157
Shares Held
9.41M
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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