Wealth Enhancement Advisory Services, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 596,414 shares of SMMU stock, worth $29.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

596,414

Previous 651,858 8.51%

Holding current value

$29.8 Million

Previous $32.5 Million 8.5%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$49.74 - $50.43 $2.76 Million - $2.8 Million	-55,444 Reduced 8.51%	596,414 $29.7 Million
Q4 2024 Jan 10, 2025	BUY	$49.74 - $50.43 $1.68 Million - $1.71 Million	33,838 Added 5.48%	651,858 $32.5 Million
Q3 2024 Oct 23, 2024	SELL	$49.69 - $50.5 $1.97 Million - $2 Million	-39,596 Reduced 6.02%	618,020 $31.2 Million
Q2 2024 Jul 16, 2024	BUY	$49.57 - $49.94 $914,566 - $921,393	18,450 Added 2.89%	657,616 $32.8 Million
Q1 2024 Apr 15, 2024	BUY	$49.89 - $50.18 $4.87 Million - $4.89 Million	97,535 Added 18.01%	639,166 $31.9 Million
Q4 2023 Jan 30, 2024	BUY	$48.75 - $50.14 $13.4 Million - $13.8 Million	275,468 Added 103.5%	541,631 $27.1 Million
Q3 2023 Nov 13, 2023	BUY	$48.95 - $49.66 $12 Million - $12.2 Million	244,973 Added 1156.08%	266,163 $13 Million
Q2 2023 Jul 21, 2023	BUY	$49.33 - $49.85 $1.05 Million - $1.06 Million	21,190 New	21,190 $1.05 Million

Others Institutions Holding SMMU

# of Institutions

181

Shares Held

10.9M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

More about SMMU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History