Stone Crest Wealth Management, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Stone Crest Wealth Management, Inc.

  • $248 Billion
  • Q4 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 26,707 shares of SMMU stock, worth $1.35 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
26,707
Previous 25,718 3.85%
Holding current value
$1.35 Million
Previous $1.3 Billion 3.56%
% of portfolio
0.54%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$50.37 - $50.58 $49,815 - $50,023
989 Added 3.85%
26,707 $1.35 Billion
Q3 2025

Oct 23, 2025
SELL
$50.09 - $50.73 $200,510 - $203,072
-4,003 Reduced 13.47%
25,718 $1.3 Billion
Q3 2024

Oct 08, 2024
BUY
$49.69 - $50.5 $1.48 Million - $1.5 Million
29,721 New
29,721 $1.5 Billion

Others Institutions Holding SMMU

# of Institutions
197
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SHT TERM MUN BD A

SMMU Quotes by TradingView
  • Ticker SMMU
  • Sector ETFs
  • Industry ETFs
More about SMMU
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email