Kelman Lazarov, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Kelman Lazarov, Inc.

  • $517 Million
  • Q1 2025

A detailed history of Kelman Lazarov, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 104,895 shares of SMMU stock, worth $5.24 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
104,895
Previous 92,189 13.78%
Holding current value
$5.24 Million
Previous $4.59 Million 14.19%
% of portfolio
1.01%
Previous 0.91%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$49.75 - $50.27 $632,123 - $638,730
12,706 Added 13.78%
104,895 $5.25 Million
Q4 2024

Feb 13, 2025
BUY
$49.74 - $50.43 $664,029 - $673,240
13,350 Added 16.93%
92,189 $4.59 Million
Q3 2024

Nov 08, 2024
BUY
$49.69 - $50.5 $87,603 - $89,031
1,763 Added 2.29%
78,839 $3.98 Million
Q2 2024

Aug 12, 2024
BUY
$49.57 - $49.94 $128,931 - $129,893
2,601 Added 3.49%
77,076 $3.84 Million
Q1 2024

May 09, 2024
BUY
$49.89 - $50.18 $282,377 - $284,018
5,660 Added 8.22%
74,475 $3.72 Million
Q4 2023

Feb 01, 2024
BUY
$48.75 - $50.14 $889,151 - $914,503
18,239 Added 36.06%
68,815 $3.44 Million
Q3 2023

Oct 30, 2023
BUY
$48.95 - $49.66 $959,224 - $973,137
19,596 Added 63.25%
50,576 $2.48 Million
Q2 2023

Aug 04, 2023
BUY
$49.33 - $49.85 $403,223 - $407,473
8,174 Added 35.84%
30,980 $1.53 Million
Q1 2023

May 04, 2023
BUY
$49.23 - $49.88 $1.12 Million - $1.14 Million
22,806 New
22,806 $1.14 Million

Others Institutions Holding SMMU

# of Institutions
181
Shares Held
12.7M
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 Kelman Lazarov, Inc. Portfolio

Follow Kelman Lazarov, Inc. 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 Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email