Financial Advocates Investment Management Pimco ETF Tr Sht Term Mun Bd A Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,613 shares of SMMU stock, worth $230,373. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,613

Previous 16,593 72.2%

Holding current value

$230,373

Previous $826,000 72.15%

% of portfolio

0.02%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$49.75 - $50.27 $596,005 - $602,234	-11,980 Reduced 72.2%	4,613 $230,000
Q4 2024 Jan 27, 2025	BUY	$49.74 - $50.43 $4,775 - $4,841	96 Added 0.58%	16,593 $826,000
Q3 2024 Oct 25, 2024	BUY	$49.69 - $50.5 $177,144 - $180,032	3,565 Added 27.57%	16,497 $833,000
Q2 2024 Jul 26, 2024	BUY	$49.57 - $49.94 $38,565 - $38,853	778 Added 6.4%	12,932 $644,000
Q1 2024 May 01, 2024	BUY	$49.89 - $50.18 $4,490 - $4,516	90 Added 0.75%	12,154 $606,000
Q4 2023 Feb 08, 2024	SELL	$48.75 - $50.14 $167,358 - $172,130	-3,433 Reduced 22.15%	12,064 $603,000
Q3 2023 Oct 27, 2023	BUY	$48.95 - $49.66 $261,784 - $265,581	5,348 Added 52.69%	15,497 $758,000
Q2 2023 Aug 07, 2023	BUY	$49.33 - $49.85 $3,305 - $3,339	67 Added 0.66%	10,149 $502,000
Q1 2023 May 11, 2023	BUY	$49.23 - $49.88 $496,336 - $502,890	10,082 New	10,082 $501,000

Others Institutions Holding SMMU

# of Institutions

181

Shares Held

11.6M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Financial Advocates Investment Management Pimco ETF Tr Sht Term Mun Bd A Transaction History