Litman Gregory Wealth Management LLC Pimco ETF Tr Broad Us Tips Ind Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Pimco ETF Tr Broad Us Tips Ind stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 23,598 shares of TIPZ stock, worth $1.24 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
23,598
Previous 32,411 27.19%
Holding current value
$1.24 Million
Previous $1.7 Million 25.07%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Oct 22, 2024
SELL
$52.04 - $54.34 $458,628 - $478,898
-8,813 Reduced 27.19%
23,598 $1.28 Million
Q2 2024

Jul 30, 2024
SELL
$51.77 - $52.86 $803,315 - $820,228
-15,517 Reduced 32.38%
32,411 $1.7 Million
Q4 2023

Jan 31, 2024
SELL
$50.86 - $53.68 $249,671 - $263,515
-4,909 Reduced 9.29%
47,928 $2.56 Million
Q2 2023

Aug 09, 2023
BUY
$53.81 - $55.94 $2.84 Million - $2.96 Million
52,837 New
52,837 $2.86 Million
Q4 2022

Jan 17, 2023
BUY
$53.14 - $56.0 $2.86 Million - $3.01 Million
53,837 New
53,837 $0

Others Institutions Holding TIPZ

# of Institutions
57
Shares Held
1.23M
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
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