Madison Wealth Partners, Inc Pimco ETF Tr Sht Term Mun Bd A Transaction History

Madison Wealth Partners, Inc

$271 Million
Q1 2024

A detailed history of Madison Wealth Partners, Inc transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 9,239 shares of SMMU stock, worth $462,411. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,239

Previous 9,301 0.67%

Holding current value

$462,411

Previous $465,000 0.86%

% of portfolio

0.17%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$49.89 - $50.18 $3,093 - $3,111	-62 Reduced 0.67%	9,239 $461,000
Q4 2023 Feb 12, 2024	SELL	$48.75 - $50.14 $134,160 - $137,985	-2,752 Reduced 22.83%	9,301 $465,000
Q3 2023 Nov 01, 2023	SELL	$48.95 - $49.66 $112,682 - $114,317	-2,302 Reduced 16.04%	12,053 $589,000
Q2 2023 Jul 20, 2023	SELL	$49.33 - $49.85 $14,108 - $14,257	-286 Reduced 1.95%	14,355 $711,000
Q1 2023 Apr 20, 2023	SELL	$49.23 - $49.88 $60,060 - $60,853	-1,220 Reduced 7.69%	14,641 $728,000

Q4 2022 Jan 24, 2023	BUY	$48.62 - $49.5 $82,021 - $83,506	1,687 Added 11.9%	15,861 $0
Q3 2022 Oct 24, 2022	SELL	N/A	-1,017 Reduced 6.69%	14,174 $693,000
Q2 2022 Jul 22, 2022	BUY	N/A	15,191 New	15,191 $754,000

Others Institutions Holding SMMU

# of Institutions

144

Shares Held

8.52M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Madison Wealth Partners, Inc Pimco ETF Tr Sht Term Mun Bd A Transaction History