Lutz Financial Services LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Lutz Financial Services LLC holds 92,961 shares of STPZ stock, worth $4.87 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

92,961

Previous 96,187 3.35%

Holding current value

$4.87 Million

Previous $4.97 Million 1.15%

% of portfolio

0.4%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$51.45 - $52.96 $165,977 - $170,848	-3,226 Reduced 3.35%	92,961 $4.91 Million
Q2 2024 Jul 29, 2024	BUY	$51.14 - $51.64 $11,966 - $12,083	234 Added 0.24%	96,187 $4.97 Million
Q1 2024 May 03, 2024	SELL	$50.95 - $51.53 $59,815 - $60,496	-1,174 Reduced 1.21%	95,953 $4.94 Million
Q4 2023 Feb 07, 2024	SELL	$49.78 - $51.24 $276,926 - $285,048	-5,563 Reduced 5.42%	97,127 $4.97 Million
Q3 2023 Nov 03, 2023	SELL	$49.95 - $50.47 $72,527 - $73,282	-1,452 Reduced 1.39%	102,690 $5.14 Million
Q2 2023 Aug 07, 2023	BUY	$50.22 - $51.24 $143,779 - $146,700	2,863 Added 2.83%	104,142 $5.24 Million
Q1 2023 May 01, 2023	BUY	$49.72 - $51.04 $544,185 - $558,632	10,945 Added 12.12%	101,279 $5.17 Million
Q4 2022 Feb 06, 2023	BUY	$49.5 - $50.47 $2.94 Million - $3 Million	59,446 Added 192.46%	90,334 $4.5 Million
Q3 2022 Oct 21, 2022	BUY	$49.41 - $53.19 $1.53 Million - $1.64 Million	30,888 New	30,888 $1.53 Million

Others Institutions Holding STPZ

# of Institutions

121

Shares Held

7.04M

Call Options Held

Put Options Held

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About PIMCO ETF TR 1-5 YR US TIPS IN

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Lutz Financial Services LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History