Wealth Enhancement Advisory Services, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 596,414 shares of SMMU stock, worth $29.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

596,414

Previous 651,858 8.51%

Holding current value

$29.8 Million

Previous $32.5 Million 8.5%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$49.74 - $50.43 $2.76 Million - $2.8 Million	-55,444 Reduced 8.51%	596,414 $29.7 Million
Q4 2024 Jan 10, 2025	BUY	$49.74 - $50.43 $1.68 Million - $1.71 Million	33,838 Added 5.48%	651,858 $32.5 Million
Q3 2024 Oct 23, 2024	SELL	$49.69 - $50.5 $1.97 Million - $2 Million	-39,596 Reduced 6.02%	618,020 $31.2 Million
Q2 2024 Jul 16, 2024	BUY	$49.57 - $49.94 $914,566 - $921,393	18,450 Added 2.89%	657,616 $32.8 Million
Q1 2024 Apr 15, 2024	BUY	$49.89 - $50.18 $4.87 Million - $4.89 Million	97,535 Added 18.01%	639,166 $31.9 Million
Q4 2023 Jan 30, 2024	BUY	$48.75 - $50.14 $13.4 Million - $13.8 Million	275,468 Added 103.5%	541,631 $27.1 Million
Q3 2023 Nov 13, 2023	BUY	$48.95 - $49.66 $12 Million - $12.2 Million	244,973 Added 1156.08%	266,163 $13 Million
Q2 2023 Jul 21, 2023	BUY	$49.33 - $49.85 $1.05 Million - $1.06 Million	21,190 New	21,190 $1.05 Million

Others Institutions Holding SMMU

# of Institutions

181

Shares Held

11.1M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Wealth Enhancement Advisory Services, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History