Burt Wealth Advisors Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Burt Wealth Advisors holds 15,012 shares of STPZ stock, worth $786,929. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,012
Previous 15,012 -0.0%
Holding current value
$786,929
Previous $775,000 2.19%
% of portfolio
0.2%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$51.14 - $51.64 $92,052 - $92,952
-1,800 Reduced 10.71%
15,012 $775,000
Q1 2024

Apr 18, 2024
SELL
$50.95 - $51.53 $33,779 - $34,164
-663 Reduced 3.79%
16,812 $865,000
Q4 2023

Feb 01, 2024
BUY
$49.78 - $51.24 $178,759 - $184,002
3,591 Added 25.86%
17,475 $893,000
Q3 2023

Oct 11, 2023
SELL
$49.95 - $50.47 $1.08 Million - $1.1 Million
-21,708 Reduced 60.99%
13,884 $695,000
Q2 2023

Jul 18, 2023
SELL
$50.22 - $51.24 $4,268 - $4,355
-85 Reduced 0.24%
35,592 $1.79 Million
Q1 2023

Apr 13, 2023
BUY
$49.72 - $51.04 $1.29 Million - $1.33 Million
26,024 Added 269.59%
35,677 $1.82 Million
Q4 2022

Jan 17, 2023
BUY
$49.5 - $50.47 $477,823 - $487,186
9,653 New
9,653 $481,000

Others Institutions Holding STPZ

# of Institutions
121
Shares Held
7.04M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR 1-5 YR US TIPS IN

STPZ Quotes by TradingView
  • Ticker STPZ
  • Sector ETFs
  • Industry ETFs
More about STPZ
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