Essential Planning, Llc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Essential Planning, Llc. holds 25,310 shares of STPZ stock, worth $1.32 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
25,310
Previous 26,146
3.2%
Holding current value
$1.32 Million
Previous $1.35 Million
1.04%
% of portfolio
0.55%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding STPZ
# of Institutions
121Shares Held
7.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY988KShares$51.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC651KShares$34 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE477KShares$24.9 Million1.12% of portfolio
-
Sawtooth Solutions, LLC428KShares$22.3 Million0.6% of portfolio
-
Cwm, LLC370KShares$19.3 Million0.08% of portfolio