Wbh Advisory Inc Pimco ETF Tr Sht Term Mun Bd A Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Wbh Advisory Inc holds 8,507 shares of SMMU stock, worth $425,605. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,507

Previous 10,261 17.09%

Holding current value

$425,605

Previous $518,000 18.34%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$49.74 - $50.43 $87,243 - $88,454	-1,754 Reduced 17.09%	8,507 $423,000
Q1 2024 Apr 16, 2024	BUY	$49.89 - $50.18 $13,919 - $14,000	279 Added 2.8%	10,261 $512,000
Q4 2023 Jan 09, 2024	BUY	$48.75 - $50.14 $9,360 - $9,626	192 Added 1.96%	9,982 $499,000
Q3 2023 Oct 10, 2023	BUY	$48.95 - $49.66 $201,184 - $204,102	4,110 Added 72.36%	9,790 $479,000
Q2 2023 Jul 12, 2023	SELL	$49.33 - $49.85 $12,628 - $12,761	-256 Reduced 4.31%	5,680 $281,000
Q1 2023 Apr 20, 2023	SELL	$49.23 - $49.88 $59,863 - $60,654	-1,216 Reduced 17.0%	5,936 $295,000
Q3 2022 Oct 18, 2022	SELL	$48.8 - $50.02 $26,693 - $27,360	-547 Reduced 7.1%	7,152 $349,000
Q2 2022 Jul 12, 2022	BUY	$49.13 - $49.94 $378,251 - $384,488	7,699 New	7,699 $382,000

Others Institutions Holding SMMU

# of Institutions

169

Shares Held

10.2M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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