Websterrogers Financial Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History
Websterrogers Financial Advisors, LLC
- $288 Million
- Q1 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 127,691 shares of SMMU stock, worth $6.33 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
127,691
Previous 128,942
0.97%
Holding current value
$6.33 Million
Previous $6.43 Million
0.86%
% of portfolio
2.22%
Previous 2.28%
Shares
18 transactions
Others Institutions Holding SMMU
# of Institutions
182Shares Held
11.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.12MShares$55.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY872KShares$43.2 Million0.0% of portfolio
-
Cwm, LLC701KShares$34.8 Million0.15% of portfolio
-
Wealth Enhancement Advisory Services, LLC690KShares$34.2 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL585KShares$29 Million0.06% of portfolio