Summit Financial Strategies, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 17,124 shares of SMMU stock, worth $856,028. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,124
Previous 12,455 37.49%
Holding current value
$856,028
Previous $620,000 38.06%
% of portfolio
0.09%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$49.75 - $50.27 $232,282 - $234,710
4,669 Added 37.49%
17,124 $856,000
Q4 2024

Jan 22, 2025
BUY
$49.74 - $50.43 $171,951 - $174,336
3,457 Added 38.42%
12,455 $620,000
Q3 2024

Oct 16, 2024
SELL
$49.69 - $50.5 $34,037 - $34,592
-685 Reduced 7.07%
8,998 $454,000
Q2 2024

Jul 19, 2024
BUY
$49.57 - $49.94 $479,986 - $483,569
9,683 New
9,683 $482,000

Others Institutions Holding SMMU

# of Institutions
181
Shares Held
12.7M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SHT TERM MUN BD A

SMMU Quotes by TradingView
  • Ticker SMMU
  • Sector ETFs
  • Industry ETFs
More about SMMU
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