Oak Wealth Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Oak Wealth Advisors LLC

$130 Billion
Q4 2024

A detailed history of Oak Wealth Advisors LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 14,028 shares of SMMU stock, worth $701,961. This represents 0.54% of its overall portfolio holdings.

Number of Shares

14,028

Holding current value

$701,961

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$49.74 - $50.43 $697,752 - $707,432	14,028 New	14,028 $699 Million

Others Institutions Holding SMMU

# of Institutions

179

Shares Held

11M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.12M
Shares

$56.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

872K
Shares

$43.6 Million
0.0% of portfolio
Cwm, LLC

701K
Shares

$35.1 Million
0.15% of portfolio
Wealth Enhancement Advisory Services, LLC

652K
Shares

$32.6 Million
0.07% of portfolio
Cetera Investment Advisers Schaumburg, IL

585K
Shares

$29.2 Million
0.06% of portfolio

View Full List

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

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Oak Wealth Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History