Landmark Wealth Management, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Landmark Wealth Management, LLC
- $230 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SMMU
# of Institutions
153Shares Held
9.03MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.15MShares$57.5 Million0.01% of portfolio
-
Cwm, LLC737KShares$37 Million0.16% of portfolio
-
Wealth Enhancement Advisory Services, LLC618KShares$31 Million0.07% of portfolio
-
Morgan Stanley New York, NY605KShares$30.4 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL465KShares$23.3 Million0.05% of portfolio