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

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

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 40,758 shares of SMMU stock, worth $2.04 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

40,758

Previous 45,758 10.93%

Holding current value

$2.04 Million

Previous $2.28 Million 10.83%

% of portfolio

0.29%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$49.75 - $50.27 $248,750 - $251,350	-5,000 Reduced 10.93%	40,758 $2.03 Million
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

180

Shares Held

11.9M

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