A detailed history of Morris Financial Concepts, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,998 shares of SMMU stock, worth $100,359. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,998
Previous 1,189 68.04%
Holding current value
$100,359
Previous $59,000 69.49%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

BUY
$49.18 - $50.17 $39,786 - $40,587
809 Added 68.04%
1,998 $100,000
Q1 2025

Apr 29, 2025

BUY
$49.75 - $50.27 $59,152 - $59,771
1,189 New
1,189 $59,000

Others Institutions Holding SMMU

About PIMCO ETF TR SHT TERM MUN BD A


  • Ticker SMMU
  • Sector ETFs
  • Industry ETFs
More about SMMU
Track This Portfolio

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, 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 Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.