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

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 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 8,998 shares of SMMU stock, worth $450,799. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,998
Previous 9,683 7.07%
Holding current value
$450,799
Previous $482,000 5.81%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
154
Shares Held
9.23M
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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