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PIMCO Short Term Mncpl shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 31k 49.90
2023-12-31 $1.7M 33k 50.03

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Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
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Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
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First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Biltmore Wealth Management
Captrust Financial Advisors
HPM Partners
Advisor Group Holdings
Condor Capital Management
Goldman Sachs Group
Wells Fargo & Company
Jane Street
TD Capital Management
CarsonAllaria Wealth Management
Pictet North America Advisors SA
Stifel Financial

View all funds holding PIMCO Short Term Mncpl