Dynasty Wealth Management, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 791,572 shares of SMMU stock, worth $39.9 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
791,572Holding current value
$39.9 Million% of portfolio
0.53%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
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Bank Of America Corp Charlotte, NC1.1MShares$55.4 Million0.0% of portfolio
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Stonebridge Financial Group, LLC Wormleysburg, PA1.05MShares$53 Million4.68% of portfolio
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Jpmorgan Chase & CO New York, NY959KShares$48.3 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC957KShares$48.2 Million0.1% of portfolio