Marshall Financial Group LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Marshall Financial Group LLC
- $458 Million
- Q3 2025
A detailed history of Marshall Financial Group LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Marshall Financial Group LLC holds 5,100 shares of SMMU stock, worth $257,703. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,100
Previous 5,100
-0.0%
Holding current value
$257,703
Previous $255,000
0.78%
% of portfolio
0.06%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SMMU
# of Institutions
189Shares Held
16.4MCall 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