Milestone Investment Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 11,077 shares of SMMU stock, worth $554,736. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,077
Previous 7,052
57.08%
Holding current value
$554,736
Previous $351,000
59.26%
% of portfolio
0.16%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding SMMU
# of Institutions
176Shares Held
10.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC968KShares$48.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY843KShares$42.2 Million0.0% of portfolio
-
Cwm, LLC701KShares$35.1 Million0.15% of portfolio
-
Wealth Enhancement Advisory Services, LLC652KShares$32.6 Million0.07% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA584KShares$29.3 Million3.21% of portfolio