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

Summit Financial Strategies, Inc.

$998 Million
Q2 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 24,324 shares of SMMU stock, worth $1.22 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

24,324

Previous 17,124 42.05%

Holding current value

$1.22 Million

Previous $856,000 42.52%

% of portfolio

0.12%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$49.18 - $50.17 $354,096 - $361,224	7,200 Added 42.05%	24,324 $1.22 Million
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

13M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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