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

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Geo Wealth Management, LLC holds 641 shares of SMMU stock, worth $32,210. This represents 0.0% of its overall portfolio holdings.

Number of Shares

641

Previous 505 26.93%

Holding current value

$32,210

Previous $25,000 24.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$49.74 - $50.43 $6,764 - $6,858	136 Added 26.93%	641 $31,000
Q3 2024 Nov 12, 2024	BUY	$49.69 - $50.5 $25,093 - $25,502	505 New	505 $25,000
Q1 2024 May 15, 2024	SELL	$49.89 - $50.18 $25,044 - $25,190	-502 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$49.89 - $50.18 $42,606 - $42,853	-854 Reduced 62.98%	502 $25,000
Q4 2023 Feb 13, 2024	BUY	$48.75 - $50.14 $5,606 - $5,766	115 Added 9.27%	1,356 $67,000
Q3 2023 Nov 13, 2023	BUY	$48.95 - $49.66 $25,454 - $25,823	520 Added 72.12%	1,241 $60,000
Q2 2023 Aug 10, 2023	BUY	$49.33 - $49.85 $35,566 - $35,941	721 New	721 $35,000

Others Institutions Holding SMMU

# of Institutions

181

Shares Held

11M

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