Websterrogers Financial Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Websterrogers Financial Advisors, LLC

  • $281 Million
  • Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 128,942 shares of SMMU stock, worth $6.43 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
128,942
Previous 122,884 4.93%
Holding current value
$6.43 Million
Previous $6.21 Million 3.56%
% of portfolio
2.28%
Previous 2.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$49.74 - $50.43 $301,324 - $305,504
6,058 Added 4.93%
128,942 $6.43 Million
Q3 2024

Oct 15, 2024
SELL
$49.69 - $50.5 $224,747 - $228,411
-4,523 Reduced 3.55%
122,884 $6.21 Million
Q2 2024

Jul 12, 2024
BUY
$49.57 - $49.94 $456,192 - $459,597
9,203 Added 7.79%
127,407 $6.35 Million
Q1 2024

May 14, 2024
BUY
$49.89 - $50.18 $513,268 - $516,251
10,288 Added 9.53%
118,204 $5.9 Million
Q4 2023

Feb 14, 2024
SELL
$48.75 - $50.14 $657,637 - $676,388
-13,490 Reduced 11.11%
107,916 $5.4 Million
Q3 2023

Nov 01, 2023
SELL
$48.95 - $49.66 $174,506 - $177,037
-3,565 Reduced 2.85%
121,406 $5.94 Million
Q2 2023

Jul 26, 2023
SELL
$49.33 - $49.85 $43,213 - $43,668
-876 Reduced 0.7%
124,971 $6.19 Million
Q1 2023

May 03, 2023
BUY
$49.23 - $49.88 $73,795 - $74,770
1,499 Added 1.21%
125,847 $6.26 Million
Q4 2022

Feb 06, 2023
SELL
$48.58 - $49.5 $294,394 - $299,970
-6,060 Reduced 4.65%
124,348 $6.13 Million
Q3 2022

Oct 26, 2022
BUY
$48.8 - $50.02 $8,930 - $9,153
183 Added 0.14%
130,408 $6.37 Million
Q2 2022

Jul 25, 2022
BUY
$49.13 - $49.94 $3.33 Million - $3.38 Million
67,704 Added 108.29%
130,225 $6.46 Million
Q1 2022

Apr 14, 2022
SELL
$49.9 - $51.25 $2.56 Million - $2.63 Million
-51,398 Reduced 45.12%
62,521 $3.12 Million
Q4 2021

Jan 24, 2022
BUY
$51.2 - $51.31 $546,969 - $548,144
10,683 Added 10.35%
113,919 $5.84 Million
Q3 2021

Oct 12, 2021
BUY
$51.3 - $51.55 $164,570 - $165,372
3,208 Added 3.21%
103,236 $5.3 Million
Q2 2021

Aug 05, 2021
BUY
$51.33 - $51.53 $193,668 - $194,422
3,773 Added 3.92%
100,028 $5.15 Million
Q1 2021

May 07, 2021
BUY
$51.24 - $51.61 $451,936 - $455,200
8,820 Added 10.09%
96,255 $4.94 Million
Q4 2020

Feb 11, 2021
BUY
$51.11 - $51.45 $4.47 Million - $4.5 Million
87,435 New
87,435 $4.5 Million

Others Institutions Holding SMMU

# of Institutions
157
Shares Held
9.41M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SHT TERM MUN BD A

SMMU Quotes by TradingView
  • Ticker SMMU
  • Sector ETFs
  • Industry ETFs
More about SMMU
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