Bartlett & Co. Wealth Management LLC Pimco ETF Tr 15+ Yr Us Tips In Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Feb 13, 2024	SELL	N/A	-180 Closed	0 $0
Q1 2018 Feb 13, 2024	BUY	N/A	180 New	180 $12.1 Million

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

$66.5 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

$29.8 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

468K
Shares

$24.6 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

Ticker LTPZ
Sector ETFs
Industry ETFs

More about LTPZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.