Vertex Planning Partners, LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
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 11,565 shares of STPZ stock, worth $597,216. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,565
Previous 11,565
-0.0%
Holding current value
$597,216
Previous $592 Million
0.68%
% of portfolio
0.16%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding STPZ
# of Institutions
122Shares Held
8.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.12MShares$57.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC778KShares$40.2 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE614KShares$31.7 Million1.31% of portfolio
-
Sawtooth Solutions, LLC428KShares$22.1 Million0.6% of portfolio
-
Simplicity Wealth,Llc373KShares$19.3 Million0.46% of portfolio