Avantax Advisory Services, Inc. Pimco ETF Tr 15+ Yr Us Tips In Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$55.16 - $64.39 $402,888 - $470,304	7,304 New	7,304 $425,000
Q2 2022 Aug 02, 2022	SELL	$65.18 - $82.02 $258,634 - $325,455	-3,968 Reduced 50.51%	3,888 $253,000
Q1 2022 Apr 27, 2022	SELL	$79.81 - $89.28 $189,149 - $211,593	-2,370 Reduced 23.18%	7,856 $648,000
Q4 2021 Jan 24, 2022	BUY	$86.91 - $93.62 $40,586 - $43,720	467 Added 4.79%	10,226 $934,000
Q3 2021 Oct 21, 2021	SELL	$86.01 - $90.09 $47,993 - $50,270	-558 Reduced 5.41%	9,759 $845,000
Q2 2021 Jul 29, 2021	SELL	$79.88 - $86.4 $4,712 - $5,097	-59 Reduced 0.57%	10,317 $891,000
Q1 2021 May 13, 2021	SELL	$78.67 - $89.04 $74,815 - $84,677	-951 Reduced 8.4%	10,376 $838,000
Q4 2020 Jan 22, 2021	SELL	$84.4 - $88.62 $510,620 - $536,151	-6,050 Reduced 34.82%	11,327 $1 Million
Q3 2020 Oct 14, 2020	BUY	$83.45 - $89.25 $301,588 - $322,549	3,614 Added 26.26%	17,377 $1.52 Million
Q2 2020 Aug 06, 2020	BUY	$79.54 - $85.93 $220,087 - $237,768	2,767 Added 25.16%	13,763 $1.15 Million
Q1 2020 Apr 30, 2020	BUY	$65.74 - $84.93 $298,525 - $385,667	4,541 Added 70.35%	10,996 $858,000
Q4 2019 Feb 14, 2020	BUY	$71.3 - $74.82 $460,241 - $482,963	6,455 New	6,455 $465,000

Others Institutions Holding LTPZ

# of Institutions

89

Shares Held

5.21M

Call Options Held

100K

Put Options Held

43K

Evoke Wealth, LLC

1.27M
Shares

$66.4 Million
1.98% of portfolio
Central Trust CO Jefferson City, MO

573K
Shares

$30.1 Million
0.79% of portfolio
International Assets Investment Management, LLC Orlando, FL

567K
Shares

$29.7 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

468K
Shares

$24.5 Million
0.0% of portfolio
Ae Wealth Management LLC

225K
Shares

$11.8 Million
0.13% of portfolio

About PIMCO ETF TR 15+ YR US TIPS IN

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