Axxcess Wealth Management, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Axxcess Wealth Management, LLC
- $4.58 Billion
- Q3 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 117,588 shares of SMMU stock, worth $5.93 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
117,588
Previous 96,870
21.39%
Holding current value
$5.93 Million
Previous $4.86 Million
22.37%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SMMU
# of Institutions
195Shares Held
18.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.66MShares$185 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$55.4 Million0.0% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.05MShares$53 Million4.68% of portfolio
-
Jpmorgan Chase & CO New York, NY959KShares$48.3 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC957KShares$48.2 Million0.1% of portfolio