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PIMCO Short Term Mncpl shares owned by LifeWealth Investments

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 35k 50.57
2025-06-30 $1.8M 35k 50.17
2025-03-31 $1.8M 35k 50.02
2024-12-31 $1.7M 35k 49.84

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Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Stonebridge Financial Group
Jpmorgan Chase & Co
Captrust Financial Advisors
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Cetera Investment Advisers
CWM
Sagespring Wealth Partners
LPL Financial
Biltmore Wealth Management
TD Capital Management
Advisor Group Holdings
Raymond James Financial
Wells Fargo & Company

View all funds holding PIMCO Short Term Mncpl