A detailed history of Cherry Tree Wealth Management, LLC transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 10,873 shares of STPZ stock, worth $570,180. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,873
Previous 10,863 0.09%
Holding current value
$570,180
Previous $561 Million 2.39%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$51.45 - $52.96 $514 - $529
10 Added 0.09%
10,873 $574 Million
Q2 2024

Aug 06, 2024

SELL
$51.14 - $51.64 $3,170 - $3,201
-62 Reduced 0.57%
10,863 $561 Million
Q4 2023

Feb 06, 2024

BUY
$49.78 - $51.24 $180,004 - $185,283
3,616 Added 49.47%
10,925 $559 Million
Q2 2023

Aug 09, 2023

BUY
$50.22 - $51.24 $367,057 - $374,513
7,309 New
7,309 $368 Million

Others Institutions Holding STPZ

About PIMCO ETF TR 1-5 YR US TIPS IN


  • Ticker STPZ
  • Sector ETFs
  • Industry ETFs
More about STPZ
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.