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%
Shares
4 transactions
Others Institutions Holding SMMU
# of Institutions
181Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$56.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY872KShares$43.7 Million0.0% of portfolio
-
Cwm, LLC701KShares$35.1 Million0.15% of portfolio
-
Wealth Enhancement Advisory Services, LLC652KShares$32.7 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL585KShares$29.3 Million0.06% of portfolio