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

Inspirion Wealth Advisors, LLC

  • $727 Million
  • Q2 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 $2.05 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
40,758
Previous 40,758 -0.0%
Holding current value
$2.05 Million
Previous $2.03 Million 0.54%
% of portfolio
0.28%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
184
Shares Held
12.9M
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
Track This Portfolio

Track Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email