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

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024

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 12,455 shares of SMMU stock, worth $623,372. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,455
Previous 8,998 38.42%
Holding current value
$623,372
Previous $454,000 36.56%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
171
Shares Held
10.1M
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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