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

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 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 7,494 shares of SMMU stock, worth $374,700. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,494
Previous 7,716 2.88%
Holding current value
$374,700
Previous $384,000 1.56%
% of portfolio
0.12%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$49.69 - $50.5 $11,031 - $11,211
-222 Reduced 2.88%
7,494 $378,000
Q2 2024

Aug 09, 2024
SELL
$49.57 - $49.94 $75,495 - $76,058
-1,523 Reduced 16.48%
7,716 $384,000
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
$48.58 - $49.5 $81,954 - $83,506
1,687 Added 11.9%
15,861 $0
Q3 2022

Oct 24, 2022
SELL
$48.8 - $50.02 $49,629 - $50,870
-1,017 Reduced 6.69%
14,174 $693,000
Q2 2022

Jul 22, 2022
BUY
$49.13 - $49.94 $746,333 - $758,638
15,191 New
15,191 $754,000

Others Institutions Holding SMMU

# of Institutions
154
Shares Held
9.23M
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 Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, 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 Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email