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

Fortress Wealth Management, Inc.

  • $175 Million
  • Q2 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 5,979 shares of SMMU stock, worth $303,135. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,979
Previous 5,939 0.67%
Holding current value
$303,135
Previous $297,000 0.67%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$49.18 - $50.17 $1,967 - $2,006
40 Added 0.67%
5,979 $299,000
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
186
Shares Held
15.5M
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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