Kestra Private Wealth Services, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,746 shares of SMMU stock, worth $239,815. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,746
Previous 5,694
16.65%
Holding current value
$239,815
Previous $284,000
16.2%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SMMU
# of Institutions
189Shares Held
15.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.31MShares$167 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$53.2 Million0.0% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.05MShares$53.1 Million4.68% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL792KShares$40 Million0.53% of portfolio
-
Wealth Enhancement Advisory Services, LLC789KShares$39.9 Million0.07% of portfolio