Quotient Wealth Partners, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Quotient Wealth Partners, LLC
- $3.4 Trillion
- Q2 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 145,958 shares of SMMU stock, worth $7.4 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
145,958
Previous 130,906
11.5%
Holding current value
$7.4 Million
Previous $6.55 Billion
11.83%
% of portfolio
0.22%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding SMMU
# of Institutions
186Shares Held
15.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.31MShares$168 Million0.01% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.06MShares$53.9 Million5.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$53.4 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC842KShares$42.7 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL681KShares$34.5 Million0.06% of portfolio