Summit Financial Consulting LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Summit Financial Consulting LLC
- $125 Billion
- Q3 2025
A detailed history of Summit Financial Consulting LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Summit Financial Consulting LLC holds 12,672 shares of SMMU stock, worth $638,922. This represents 0.51% of its overall portfolio holdings.
Number of Shares
12,672
Previous 11,918
6.33%
Holding current value
$638,922
Previous $598 Million
7.17%
% of portfolio
0.51%
Previous 0.54%
Shares
3 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