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PIMCO Short Term Mncpl shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Short Term Mncpl by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 25k 50.50

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Morgan Stanley
Cetera Investment Advisers
Biltmore Wealth Management
Captrust Financial Advisors
LPL Financial
HPM Partners
TD Capital Management
Wells Fargo & Company
Condor Capital Management
Websterrogers Financial Advisors
Stifel Financial
CarsonAllaria Wealth Management

View all funds holding PIMCO Short Term Mncpl