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

Bcgm Wealth Management, LLC

$272 Million
Q2 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 34,383 shares of SMMU stock, worth $1.72 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

34,383

Previous 42,078 18.29%

Holding current value

$1.72 Million

Previous $2.1 Million 18.34%

% of portfolio

0.63%

Previous 0.79%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$49.57 - $49.94 $381,441 - $384,288	-7,695 Reduced 18.29%	34,383 $1.71 Million
Q1 2024 May 07, 2024	BUY	$49.89 - $50.18 $112,402 - $113,055	2,253 Added 5.66%	42,078 $2.1 Million
Q4 2023 Feb 08, 2024	SELL	$48.75 - $50.14 $87,262 - $89,750	-1,790 Reduced 4.3%	39,825 $1.99 Million
Q3 2023 Nov 08, 2023	SELL	$48.95 - $49.66 $36,027 - $36,549	-736 Reduced 1.74%	41,615 $2.04 Million
Q2 2023 Aug 07, 2023	BUY	$49.33 - $49.85 $199,194 - $201,294	4,038 Added 10.54%	42,351 $2.1 Million
Q1 2023 May 02, 2023	SELL	$49.23 - $49.88 $1,624 - $1,646	-33 Reduced 0.09%	38,313 $1.91 Million
Q4 2022 Feb 07, 2023	BUY	$48.58 - $49.5 $43,673 - $44,500	899 Added 2.4%	38,346 $1.89 Million
Q3 2022 Nov 03, 2022	BUY	$48.8 - $50.02 $841,458 - $862,494	17,243 Added 85.34%	37,447 $1.82 Million
Q2 2022 Aug 01, 2022	BUY	$49.13 - $49.94 $510,116 - $518,527	10,383 Added 105.72%	20,204 $1.01 Million
Q1 2022 May 02, 2022	BUY	$49.9 - $51.25 $490,067 - $503,326	9,821 New	9,821 $0

Others Institutions Holding SMMU

# of Institutions

152

Shares Held

9.01M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

More about SMMU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bcgm Wealth Management, LLC with notifications on news.

Account

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