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

Dynasty Wealth Management, LLC

  • $7.49 Trillion
  • Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 791,572 shares of SMMU stock, worth $40 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
791,572
Holding current value
$40 Million
% of portfolio
0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$50.09 - $50.73 $39.6 Million - $40.2 Million
791,572 New
791,572 $40 Billion
Q1 2025

May 02, 2025
BUY
$49.75 - $50.27 $15.3 Million - $15.5 Million
308,181 Added 246.26%
433,325 $21.7 Billion
Q4 2024

Feb 05, 2025
BUY
$49.74 - $50.43 $6.22 Million - $6.31 Million
125,144 New
125,144 $6.24 Billion
Q2 2024

Aug 12, 2024
BUY
$49.57 - $49.94 $1.55 Million - $1.56 Million
31,264 Added 496.73%
37,558 $1.87 Billion
Q1 2024

May 15, 2024
BUY
$49.89 - $50.18 $314,007 - $315,832
6,294 New
6,294 $314 Million

Others Institutions Holding SMMU

# of Institutions
189
Shares Held
16.4M
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
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email