Morris Financial Concepts, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,249 shares of SMMU stock, worth $113,394. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,249
Previous 1,998
12.56%
Holding current value
$113,394
Previous $100,000
13.0%
% of portfolio
0.04%
Previous 0.04%
Shares
3 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