Tru Wealth Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Tru Wealth Advisors, LLC

$1.8 Billion
Q3 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 11,028 shares of SMMU stock, worth $556,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,028

Previous 5,056 118.12%

Holding current value

$556,031

Previous $253,000 120.95%

% of portfolio

0.03%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$50.09 - $50.73 $299,137 - $302,959	5,972 Added 118.12%	11,028 $559,000
Q2 2025 Jul 07, 2025	BUY	$49.18 - $50.17 $295 - $301	6 Added 0.12%	5,056 $253,000
Q1 2025 Apr 10, 2025	BUY	$49.75 - $50.27 $348 - $351	7 Added 0.14%	5,050 $251,000
Q4 2024 Jan 15, 2025	BUY	$49.74 - $50.43 $397 - $403	8 Added 0.16%	5,043 $251,000
Q3 2024 Oct 16, 2024	BUY	$49.69 - $50.5 $347 - $353	7 Added 0.14%	5,035 $254,000
Q2 2024 Jul 16, 2024	BUY	$49.57 - $49.94 $346 - $349	7 Added 0.14%	5,028 $250,000
Q1 2024 Apr 15, 2024	BUY	$49.89 - $50.18 $20,305 - $20,423	407 Added 8.82%	5,021 $250,000
Q4 2023 Jan 10, 2024	BUY	$48.75 - $50.14 $224,932 - $231,345	4,614 New	4,614 $230,000

Others Institutions Holding SMMU

# of Institutions

196

Shares Held

18.2M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
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Tru Wealth Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History