Perigon Wealth Management, LLC Pimco ETF Tr 15+ Yr Us Tips In Transaction History

Perigon Wealth Management, LLC

$3.42 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$78.67 - $89.04 $33,985 - $38,465	-432 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$84.4 - $88.62 $36,460 - $38,283	432 New	432 $38,000

Others Institutions Holding LTPZ

# of Institutions

84

Shares Held

3.4M

Call Options Held

117K

Put Options Held

89.5K

Central Trust CO Jefferson City, MO

568K
Shares

$32.1 Million
0.77% of portfolio
Jane Street Group, LLC New York, NY

292K
Shares

$16.5 Million
0.02% of portfolio
Al Ti Global, Inc. New York, NY

222K
Shares

$12.6 Million
0.32% of portfolio
Forefront Analytics, LLC West Conshohocken, PA

209K
Shares

$11.8 Million
5.42% of portfolio
Northern Trust Corp Chicago, IL

204K
Shares

$11.6 Million
0.0% of portfolio

About PIMCO ETF TR 15+ YR US TIPS IN

Ticker LTPZ
Sector ETFs
Industry ETFs

More about LTPZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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