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

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 2025

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 16,623 shares of SMMU stock, worth $830,983. This represents 0.62% of its overall portfolio holdings.

Number of Shares
16,623
Previous 14,028 18.5%
Holding current value
$830,983
Previous $699 Million 18.93%
% of portfolio
0.62%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$49.75 - $50.27 $129,101 - $130,450
2,595 Added 18.5%
16,623 $831 Million
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
181
Shares Held
12.7M
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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