Milestone Investment Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Milestone Investment Advisors LLC
- $371 Million
- Q2 2025
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 32,477 shares of SMMU stock, worth $1.64 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
32,477
Previous 23,960
35.55%
Holding current value
$1.64 Million
Previous $1.2 Million
35.98%
% of portfolio
0.44%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding SMMU
# of Institutions
186Shares Held
15.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.31MShares$167 Million0.01% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.06MShares$53.7 Million5.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$53.1 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC842KShares$42.5 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL681KShares$34.4 Million0.06% of portfolio