Fortress Wealth Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Fortress Wealth Management, Inc.

  • $164 Million
  • Q1 2025

A detailed history of Fortress Wealth Management, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 5,939 shares of SMMU stock, worth $296,890. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,939
Previous 15,450 61.56%
Holding current value
$296,890
Previous $770,000 61.43%
% of portfolio
0.18%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$49.75 - $50.27 $473,172 - $478,117
-9,511 Reduced 61.56%
5,939 $297,000
Q4 2024

Jan 22, 2025
BUY
$49.74 - $50.43 $768,483 - $779,143
15,450 New
15,450 $770,000

Others Institutions Holding SMMU

# of Institutions
181
Shares Held
12.7M
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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