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

Burt Wealth Advisors

$402 Million
Q1 2025

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 15,052 shares of STPZ stock, worth $807,539. This represents 0.2% of its overall portfolio holdings.

Number of Shares

15,052

Previous 14,982 0.47%

Holding current value

$807,539

Previous $783,000 3.83%

% of portfolio

0.2%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$52.31 - $54.02 $3,661 - $3,781	70 Added 0.47%	15,052 $813,000
Q4 2024 Feb 06, 2025	SELL	$52.19 - $52.87 $1,565 - $1,586	-30 Reduced 0.2%	14,982 $783,000
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

128

Shares Held

6.62M

Call Options Held

Put Options Held

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About PIMCO ETF TR 1-5 YR US TIPS IN

Ticker STPZ
Sector ETFs
Industry ETFs

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