Burt Wealth Advisors Pimco ETF Tr 1 5 Yr Us Tips In Transaction History
Burt Wealth Advisors
- $393 Million
- Q1 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 16,812 shares of STPZ stock, worth $868,171. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,812
Previous 17,475
3.79%
Holding current value
$868,171
Previous $893,000
3.14%
% of portfolio
0.22%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding STPZ
# of Institutions
123Shares Held
8.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.12MShares$57.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC778KShares$40.2 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE614KShares$31.7 Million1.31% of portfolio
-
Sawtooth Solutions, LLC428KShares$22.1 Million0.6% of portfolio
-
Simplicity Wealth,Llc373KShares$19.3 Million0.46% of portfolio