Svb Wealth LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$49.13 - $49.94 $38,419 - $39,053	-782 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$51.24 - $51.61 $40,069 - $40,359	782 New	782 $40,000

Others Institutions Holding SMMU

# of Institutions

184

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.07M
Shares

$53.9 Million
0.0% of portfolio
Stonebridge Financial Group, LLC Wormleysburg, PA

1.06M
Shares

$53.5 Million
5.18% of portfolio
Morgan Stanley New York, NY

967K
Shares

$48.7 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

842K
Shares

$42.4 Million
0.08% of portfolio
Cetera Investment Advisers Schaumburg, IL

681K
Shares

$34.3 Million
0.06% of portfolio

About PIMCO ETF TR SHT TERM MUN BD A

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