Milestone Investment Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 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 14,652 shares of SMMU stock, worth $731,134. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,652
Previous 11,077 32.27%
Holding current value
$731,134
Previous $559,000 30.59%
% of portfolio
0.2%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$49.74 - $50.43 $177,820 - $180,287
3,575 Added 32.27%
14,652 $730,000
Q3 2024

Oct 30, 2024
BUY
$49.69 - $50.5 $200,002 - $203,262
4,025 Added 57.08%
11,077 $559,000
Q2 2024

Aug 13, 2024
BUY
$49.57 - $49.94 $250,526 - $252,396
5,054 Added 252.95%
7,052 $351,000
Q1 2024

May 14, 2024
BUY
$49.89 - $50.18 $99,680 - $100,259
1,998 New
1,998 $99,000

Others Institutions Holding SMMU

# of Institutions
181
Shares Held
11.1M
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
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