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

Tru Wealth Advisors, LLC

$1.7 Billion
Q2 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 5,056 shares of SMMU stock, worth $254,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,056

Previous 5,050 0.12%

Holding current value

$254,569

Previous $251,000 0.8%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

183

Shares Held

13M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

More about SMMU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Account

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