Geo Wealth Management, LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,093 shares of STPZ stock, worth $57,087. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,093
Previous 1,079 1.3%
Holding current value
$57,087
Previous $55,000 3.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$51.45 - $52.96 $720 - $741
14 Added 1.3%
1,093 $57,000
Q2 2024

Aug 12, 2024
BUY
$51.14 - $51.64 $55,180 - $55,719
1,079 New
1,079 $55,000
Q2 2023

Aug 10, 2023
SELL
$50.22 - $51.24 $55,844 - $56,978
-1,112 Reduced 54.75%
919 $46,000
Q1 2023

May 12, 2023
SELL
$49.72 - $51.04 $1.33 Million - $1.36 Million
-26,707 Reduced 92.93%
2,031 $104,000
Q4 2022

Feb 13, 2023
BUY
$49.5 - $50.47 $1.32 Million - $1.35 Million
26,712 Added 1318.46%
28,738 $1.43 Million
Q3 2022

Nov 14, 2022
BUY
$49.41 - $53.19 $100,104 - $107,762
2,026 New
2,026 $101,000
Q2 2022

Aug 12, 2022
SELL
$52.18 - $54.31 $14,036 - $14,609
-269 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$53.89 - $55.59 $3,987 - $4,113
74 Added 37.95%
269 $15,000
Q4 2021

Feb 14, 2022
BUY
$54.79 - $55.7 $986 - $1,002
18 Added 10.17%
195 $11,000
Q3 2021

Nov 12, 2021
BUY
$54.77 - $55.56 $9,694 - $9,834
177 New
177 $10,000

Others Institutions Holding STPZ

# of Institutions
121
Shares Held
7.04M
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email