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

Kelman Lazarov, Inc.

$507 Million
Q4 2024

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 92,189 shares of SMMU stock, worth $4.62 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

92,189

Previous 78,839 16.93%

Holding current value

$4.62 Million

Previous $3.98 Million 15.4%

% of portfolio

0.91%

Previous 0.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

179

Shares Held

11M

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