Inspirion Wealth Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 45,758 shares of SMMU stock, worth $2.29 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

45,758

Previous 46,258 1.08%

Holding current value

$2.29 Million

Previous $2.34 Million 2.4%

% of portfolio

0.32%

Previous 0.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$49.74 - $50.43 $24,870 - $25,215	-500 Reduced 1.08%	45,758 $2.28 Million
Q2 2024 Jul 12, 2024	BUY	$49.57 - $49.94 $24,785 - $24,970	500 Added 1.09%	46,258 $2.31 Million
Q4 2023 Jan 10, 2024	BUY	$48.75 - $50.14 $243,750 - $250,700	5,000 Added 12.27%	45,758 $2.29 Million
Q4 2022 Jan 18, 2023	BUY	$48.58 - $49.5 $1.98 Million - $2.02 Million	40,758 New	40,758 $0

Others Institutions Holding SMMU

# of Institutions

181

Shares Held

10.9M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
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Inspirion Wealth Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History