Bull Oak Capital, LLC Pimco ETF Tr 15+ Yr Us Tips In Transaction History

Bull Oak Capital, LLC

$172 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$52.19 - $59.88 $55,634 - $63,832	1,066 New	1,066 $56,000
Q4 2022 Jan 13, 2023	BUY	$55.16 - $64.39 $2.74 Million - $3.2 Million	49,724 New	49,724 $0

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

Ticker LTPZ
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