Ae Wealth Management LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Ae Wealth Management LLC holds 134 shares of SMMU stock, worth $6,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares
134
Previous 137 2.19%
Holding current value
$6,756
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$50.09 - $50.73 $150 - $152
-3 Reduced 2.19%
134 $6,000
Q2 2025

Aug 06, 2025
SELL
$49.18 - $50.17 $196 - $200
-4 Reduced 2.84%
137 $6,000
Q1 2025

May 06, 2025
SELL
$49.75 - $50.27 $99 - $100
-2 Reduced 1.4%
141 $7,000
Q4 2024

Feb 13, 2025
SELL
$49.74 - $50.43 $1.74 Million - $1.77 Million
-35,071 Reduced 99.59%
143 $7,000
Q3 2024

Nov 14, 2024
BUY
$49.69 - $50.5 $28,124 - $28,583
566 Added 1.63%
35,214 $1.78 Million
Q2 2024

Aug 12, 2024
BUY
$49.57 - $49.94 $6,344 - $6,392
128 Added 0.37%
34,648 $1.73 Million
Q1 2024

May 15, 2024
SELL
$49.89 - $50.18 $22,650 - $22,781
-454 Reduced 1.3%
34,520 $1.72 Million
Q4 2023

Feb 14, 2024
BUY
$48.75 - $50.14 $1.7 Million - $1.75 Million
34,974 New
34,974 $1.75 Million
Q1 2022

Apr 18, 2022
SELL
$49.9 - $51.25 $295,408 - $303,400
-5,920 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$51.2 - $51.31 $303,104 - $303,755
5,920 New
5,920 $303,000

Others Institutions Holding SMMU

# of Institutions
195
Shares Held
18.2M
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
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email