Essential Planning, Llc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Essential Planning, Llc.

$248 Billion
Q1 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 24,747 shares of STPZ stock, worth $1.33 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

24,747

Previous 1,503,182 98.35%

Holding current value

$1.33 Million

Previous $78.6 Million 1600.43%

% of portfolio

0.54%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$52.31 - $54.02 $77.3 Million - $79.9 Million	-1,478,435 Reduced 98.35%	24,747 $1.34 Billion
Q4 2024 Feb 07, 2025	BUY	$52.19 - $52.87 $77.1 Million - $78.1 Million	1,477,872 Added 5839.08%	1,503,182 $78.6 Million
Q3 2024 Nov 07, 2024	SELL	$51.45 - $52.96 $43,012 - $44,274	-836 Reduced 3.2%	25,310 $1.34 Million
Q2 2024 Aug 14, 2024	BUY	$51.14 - $51.64 $56,254 - $56,804	1,100 Added 4.39%	26,146 $1.35 Million
Q4 2023 Feb 13, 2024	BUY	$49.78 - $51.24 $258,806 - $266,396	5,199 Added 26.2%	25,046 $1.28 Million
Q3 2023 Nov 08, 2023	SELL	$49.95 - $50.47 $499 - $504	-10 Reduced 0.05%	19,847 $994,000
Q2 2023 Aug 10, 2023	BUY	$50.22 - $51.24 $87,232 - $89,003	1,737 Added 9.59%	19,857 $998,000
Q1 2023 May 09, 2023	BUY	$49.72 - $51.04 $900,926 - $924,844	18,120 New	18,120 $924,000

Others Institutions Holding STPZ

# of Institutions

128

Shares Held

6.61M

Call Options Held

Put Options Held

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About PIMCO ETF TR 1-5 YR US TIPS IN

Ticker STPZ
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Essential Planning, Llc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History