Landmark Wealth Management, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Landmark Wealth Management, LLC
- $230 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SMMU
# of Institutions
154Shares Held
9.23MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC968KShares$48.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY843KShares$42.1 Million0.0% of portfolio
-
Cwm, LLC737KShares$36.9 Million0.16% of portfolio
-
Wealth Enhancement Advisory Services, LLC618KShares$30.9 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL521KShares$26 Million0.06% of portfolio