Vertex Planning Partners, LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,405 shares of STPZ stock, worth $396,982. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,405

Previous 8,272 10.48%

Holding current value

$396,982

Previous $433 Million 7.54%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$52.31 - $54.02 $45,352 - $46,835	-867 Reduced 10.48%	7,405 $400 Million
Q4 2024 Feb 12, 2025	SELL	$52.19 - $52.87 $8,663 - $8,776	-166 Reduced 1.97%	8,272 $433 Million
Q3 2024 Nov 07, 2024	SELL	$51.45 - $52.96 $49,752 - $51,212	-967 Reduced 10.28%	8,438 $446 Million
Q2 2024 Aug 13, 2024	SELL	$51.14 - $51.64 $110,462 - $111,542	-2,160 Reduced 18.68%	9,405 $486 Million
Q4 2023 Feb 14, 2024	SELL	$49.78 - $51.24 $21,106 - $21,725	-424 Reduced 3.54%	11,565 $592 Million
Q3 2023 Nov 14, 2023	BUY	$49.95 - $50.47 $6,393 - $6,460	128 Added 1.08%	11,989 $601 Million
Q2 2023 Aug 14, 2023	BUY	$50.22 - $51.24 $149,605 - $152,643	2,979 Added 33.54%	11,861 $597 Million
Q1 2023 May 16, 2023	BUY	$49.72 - $51.04 $441,613 - $453,337	8,882 New	8,882 $453 Million

Others Institutions Holding STPZ

# of Institutions

128

Shares Held

6.62M

Call Options Held

Put Options Held

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About PIMCO ETF TR 1-5 YR US TIPS IN

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Vertex Planning Partners, LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History