Fortress Wealth Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History
Fortress Wealth Management, Inc.
- $186 Million
- Q3 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 6,021 shares of SMMU stock, worth $303,578. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,021
Previous 5,979
0.7%
Holding current value
$303,578
Previous $299,000
1.67%
% of portfolio
0.16%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding SMMU
# of Institutions
196Shares Held
18.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.66MShares$185 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$55.4 Million0.0% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.05MShares$53 Million4.68% of portfolio
-
Jpmorgan Chase & CO New York, NY959KShares$48.3 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC957KShares$48.2 Million0.1% of portfolio