J.W. Cole Advisors, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,402 shares of SMMU stock, worth $270,478. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,402

Previous 5,201 3.86%

Holding current value

$270,478

Previous $262,000 2.67%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$49.74 - $50.43 $9,997 - $10,136	201 Added 3.86%	5,402 $269,000
Q3 2024 Oct 24, 2024	BUY	$49.69 - $50.5 $14,757 - $14,998	297 Added 6.06%	5,201 $262,000
Q2 2024 Aug 08, 2024	SELL	$49.57 - $49.94 $46,595 - $46,943	-940 Reduced 16.08%	4,904 $244,000
Q1 2024 Apr 30, 2024	BUY	$49.89 - $50.18 $3,641 - $3,663	73 Added 1.26%	5,844 $291,000
Q4 2023 Jan 31, 2024	BUY	$48.75 - $50.14 $281,336 - $289,357	5,771 New	5,771 $288,000

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

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J.W. Cole Advisors, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History