Essential Planning, Llc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History
Essential Planning, Llc.
- $269 Billion
- Q2 2025
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 23,996 shares of STPZ stock, worth $1.3 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
23,996
Previous 24,747
3.03%
Holding current value
$1.3 Million
Previous $1.34 Billion
3.41%
% of portfolio
0.48%
Previous 0.54%
Shares
9 transactions
Others Institutions Holding STPZ
# of Institutions
129Shares Held
6.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY641KShares$34.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$25.5 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE428KShares$23.1 Million1.24% of portfolio
-
Sawtooth Solutions, LLC428KShares$23.1 Million0.6% of portfolio
-
Bank Of Nova Scotia407KShares$22 Million0.05% of portfolio