Milestone Investment Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
A detailed history of Milestone Investment Advisors LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 14,652 shares of SMMU stock, worth $733,332. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,652
Previous 11,077
32.27%
Holding current value
$733,332
Previous $559,000
30.59%
% of portfolio
0.2%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SMMU
# of Institutions
181Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$56.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY872KShares$43.6 Million0.0% of portfolio
-
Cwm, LLC701KShares$35.1 Million0.15% of portfolio
-
Wealth Enhancement Advisory Services, LLC652KShares$32.6 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL585KShares$29.3 Million0.06% of portfolio