Avaii Wealth Management, LLC Pimco ETF Tr 15+ Yr Us Tips In Transaction History

Avaii Wealth Management, LLC

  • $196 Million
  • Q2 2025

A detailed history of Avaii Wealth Management, LLC transactions in Pimco ETF Tr 15+ Yr Us Tips In stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 5,246 shares of LTPZ stock, worth $272,319. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,246
Previous 4,392 19.44%
Holding current value
$272,319
Previous $238,000 15.55%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$50.47 - $54.75 $43,101 - $46,756
854 Added 19.44%
5,246 $275,000
Q1 2025

Apr 16, 2025
BUY
$50.99 - $55.74 $223,948 - $244,810
4,392 New
4,392 $238,000
Q3 2023

Oct 24, 2023
SELL
$52.19 - $59.88 $195,816 - $224,669
-3,752 Reduced 22.5%
12,927 $679,000
Q2 2023

Jul 31, 2023
BUY
$58.78 - $62.84 $501,687 - $536,339
8,535 Added 104.8%
16,679 $1 Million
Q1 2023

Apr 10, 2023
BUY
$58.89 - $63.02 $479,600 - $513,234
8,144 New
8,144 $502,000

Others Institutions Holding LTPZ

# of Institutions
92
Shares Held
5.66M
Call Options Held
229K
Put Options Held
82.2K
View Full List

About PIMCO ETF TR 15+ YR US TIPS IN

LTPZ Quotes by TradingView
  • Ticker LTPZ
  • Sector ETFs
  • Industry ETFs
More about LTPZ
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email