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

Rockport Wealth LLC

$432 Billion
Q2 2025

A detailed history of Rockport Wealth LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Rockport Wealth LLC holds 5,000 shares of SMMU stock, worth $252,650. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,000

Holding current value

$252,650

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$49.18 - $50.17 $245,900 - $250,850	5,000 New	5,000 $251 Million

Others Institutions Holding SMMU

# of Institutions

189

Shares Held

15.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.31M
Shares

$167 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.05M
Shares

$53.2 Million
0.0% of portfolio
Stonebridge Financial Group, LLC Wormleysburg, PA

1.05M
Shares

$53.1 Million
4.68% of portfolio
Wealth Enhancement Advisory Services, LLC

842K
Shares

$42.6 Million
0.08% of portfolio
Cwm, LLC

687K
Shares

$34.7 Million
0.1% of portfolio

View Full List

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

More about SMMU

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