Quotient Wealth Partners, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Quotient Wealth Partners, LLC
- $3.65 Trillion
- Q3 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 143,445 shares of SMMU stock, worth $7.23 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
143,445
Previous 145,958
1.72%
Holding current value
$7.23 Million
Previous $7.32 Billion
0.94%
% of portfolio
0.2%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding SMMU
# of Institutions
195Shares Held
18.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.66MShares$185 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$55.4 Million0.0% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.05MShares$53 Million4.68% of portfolio
-
Jpmorgan Chase & CO New York, NY959KShares$48.3 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC957KShares$48.2 Million0.1% of portfolio