Creative One Wealth, LLC Pimco ETF Tr Broad Us Tips Ind Transaction History

Creative One Wealth, LLC

  • $3.35 Billion
  • Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Pimco ETF Tr Broad Us Tips Ind stock. As of the latest transaction made, Creative One Wealth, LLC holds 13,815 shares of TIPZ stock, worth $736,339. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,815
Previous 11,538 19.73%
Holding current value
$736,339
Previous $622,000 18.17%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$52.26 - $53.83 $118,996 - $122,570
2,277 Added 19.73%
13,815 $735,000
Q1 2025

May 14, 2025
SELL
$51.6 - $53.93 $2.5 Million - $2.61 Million
-48,431 Reduced 80.76%
11,538 $622,000
Q4 2024

Feb 13, 2025
BUY
$51.82 - $54.2 $350,406 - $366,500
6,762 Added 12.71%
59,969 $3.11 Million
Q3 2024

Nov 13, 2024
BUY
$52.04 - $54.34 $1.41 Million - $1.47 Million
27,132 Added 104.05%
53,207 $2.88 Million
Q2 2024

Aug 14, 2024
SELL
$51.77 - $52.86 $491,815 - $502,170
-9,500 Reduced 26.7%
26,075 $1.37 Million
Q1 2024

May 14, 2024
BUY
$52.49 - $53.67 $1.05 Million - $1.07 Million
19,998 Added 128.38%
35,575 $1.9 Million
Q4 2023

Feb 09, 2024
BUY
$50.86 - $53.68 $398,233 - $420,314
7,830 Added 101.07%
15,577 $831,000
Q3 2023

Oct 17, 2023
BUY
$51.6 - $54.0 $138,391 - $144,828
2,682 Added 52.95%
7,747 $401,000
Q2 2023

Aug 16, 2023
BUY
$53.81 - $55.94 $272,547 - $283,336
5,065 New
5,065 $274,000
Q1 2023

May 15, 2023
BUY
$53.96 - $55.8 $381,335 - $394,338
7,067 Added 149.72%
11,787 $657,000
Q4 2022

Feb 14, 2023
SELL
$53.14 - $56.0 $103,038 - $108,584
-1,939 Reduced 29.12%
4,720 $255,000
Q3 2022

Nov 14, 2022
BUY
$53.2 - $60.12 $354,258 - $400,339
6,659 New
6,659 $354,000

Others Institutions Holding TIPZ

# of Institutions
50
Shares Held
1.1M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR BROAD US TIPS IND

TIPZ Quotes by TradingView
  • Ticker TIPZ
  • Sector ETFs
  • Industry ETFs
More about TIPZ
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email