Essential Planning, Llc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Essential Planning, Llc. holds 25,310 shares of STPZ stock, worth $1.32 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
25,310
Previous 26,146 3.2%
Holding current value
$1.32 Million
Previous $1.35 Million 1.04%
% of portfolio
0.55%
Previous 0.59%

Shares

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

Nov 07, 2024
SELL
$51.45 - $52.96 $43,012 - $44,274
-836 Reduced 3.2%
25,310 $1.34 Million
Q2 2024

Aug 14, 2024
BUY
$51.14 - $51.64 $56,254 - $56,804
1,100 Added 4.39%
26,146 $1.35 Million
Q4 2023

Feb 13, 2024
BUY
$49.78 - $51.24 $258,806 - $266,396
5,199 Added 26.2%
25,046 $1.28 Million
Q3 2023

Nov 08, 2023
SELL
$49.95 - $50.47 $499 - $504
-10 Reduced 0.05%
19,847 $994,000
Q2 2023

Aug 10, 2023
BUY
$50.22 - $51.24 $87,232 - $89,003
1,737 Added 9.59%
19,857 $998,000
Q1 2023

May 09, 2023
BUY
$49.72 - $51.04 $900,926 - $924,844
18,120 New
18,120 $924,000

Others Institutions Holding STPZ

# of Institutions
120
Shares Held
7.02M
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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