Cyndeo Wealth Partners, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 37,378 shares of SMMU stock, worth $1.87 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

37,378

Previous 30,548 22.36%

Holding current value

$1.87 Million

Previous $1.52 Million 22.54%

% of portfolio

0.13%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$49.75 - $50.27 $339,792 - $343,344	6,830 Added 22.36%	37,378 $1.87 Million
Q4 2024 Jan 21, 2025	SELL	$49.74 - $50.43 $196,622 - $199,349	-3,953 Reduced 11.46%	30,548 $1.52 Million
Q3 2024 Oct 18, 2024	SELL	$49.69 - $50.5 $86,212 - $87,617	-1,735 Reduced 4.79%	34,501 $1.74 Million
Q2 2024 Jul 30, 2024	BUY	$49.57 - $49.94 $277,740 - $279,813	5,603 Added 18.29%	36,236 $1.81 Million
Q1 2024 Apr 16, 2024	SELL	$49.89 - $50.18 $138,893 - $139,701	-2,784 Reduced 8.33%	30,633 $1.53 Million
Q4 2023 Jan 12, 2024	BUY	$48.75 - $50.14 $1.63 Million - $1.68 Million	33,417 New	33,417 $1.67 Million

Others Institutions Holding SMMU

# of Institutions

181

Shares Held

11.2M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
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Cyndeo Wealth Partners, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History