Kestra Private Wealth Services, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,754 shares of SMMU stock, worth $239,696. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,754
Previous 4,746
0.17%
Holding current value
$239,696
Previous $238,000
0.84%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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
-
Bank Of America Corp Charlotte, NC1.1MShares$55.4 Million0.0% of portfolio
-
Stonebridge Financial Group, LLC Wormleysburg, PA1.05MShares$53 Million4.68% of portfolio
-
Jpmorgan Chase & CO New York, NY959KShares$48.3 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC957KShares$48.2 Million0.1% of portfolio