Morris Financial Concepts, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History
Morris Financial Concepts, Inc.
- $247 Million
- Q2 2025
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
Others Institutions Holding SMMU
# of Institutions
183Shares Held
13.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$53.8 Million0.0% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.06MShares$53.4 Million5.18% of portfolio
-
Morgan Stanley New York, NY967KShares$48.6 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC842KShares$42.3 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL766KShares$38.5 Million0.08% of portfolio