Sheets Smith Wealth Management Pimco ETF Tr Sht Term Mun Bd A Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding SMMU
# of Institutions
169Shares Held
10.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC968KShares$48.4 Million0.0% of portfolio
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Morgan Stanley New York, NY843KShares$42.2 Million0.0% of portfolio
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Cwm, LLC737KShares$36.9 Million0.16% of portfolio
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Wealth Enhancement Advisory Services, LLC652KShares$32.6 Million0.07% of portfolio
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Stonebridge Financial Group, LLC Wormleysburg, PA584KShares$29.2 Million3.21% of portfolio