Integrated Wealth Concepts LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Integrated Wealth Concepts LLC
- $10.1 Billion
- Q3 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 97,553 shares of SMMU stock, worth $4.92 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
97,553
Previous 4,156
2247.28%
Holding current value
$4.92 Million
Previous $208,000
2271.63%
% of portfolio
0.05%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SMMU
# of Institutions
195Shares 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