Oak Wealth Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Oak Wealth Advisors LLC
- $172 Billion
- Q3 2025
A detailed history of Oak Wealth Advisors LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 16,127 shares of SMMU stock, worth $813,123. This represents 0.47% of its overall portfolio holdings.
Number of Shares
16,127
Previous 16,623
2.98%
Holding current value
$813,123
Previous $834 Million
2.21%
% of portfolio
0.47%
Previous 0.53%
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