Wealth Care Investment Partners, LLC Pimco ETF Tr Broad Us Tips Ind Transaction History

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Pimco ETF Tr Broad Us Tips Ind stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 33,417 shares of TIPZ stock, worth $1.75 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
33,417
Previous 31,662 5.54%
Holding current value
$1.75 Million
Previous $1.66 Million 8.66%
% of portfolio
0.82%
Previous 0.81%

Shares

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

Oct 08, 2024
BUY
$52.04 - $54.34 $91,330 - $95,366
1,755 Added 5.54%
33,417 $1.81 Million
Q2 2024

Jul 18, 2024
BUY
$51.77 - $52.86 $47,421 - $48,419
916 Added 2.98%
31,662 $1.66 Million
Q1 2024

Apr 15, 2024
BUY
$52.49 - $53.67 $346,801 - $354,597
6,607 Added 27.37%
30,746 $1.64 Million
Q4 2023

Jan 18, 2024
SELL
$50.86 - $53.68 $219,562 - $231,736
-4,317 Reduced 15.17%
24,139 $1.29 Million
Q3 2023

Oct 10, 2023
BUY
$51.6 - $54.0 $103,303 - $108,108
2,002 Added 7.57%
28,456 $1.47 Million
Q2 2023

Jul 13, 2023
BUY
$53.81 - $55.94 $68,500 - $71,211
1,273 Added 5.06%
26,454 $1.43 Million
Q1 2023

Apr 10, 2023
BUY
$53.96 - $55.8 $538,952 - $557,330
9,988 Added 65.74%
25,181 $1.41 Million
Q4 2022

Jan 19, 2023
SELL
$53.14 - $56.0 $188,859 - $199,024
-3,554 Reduced 18.96%
15,193 $0
Q3 2022

Oct 17, 2022
BUY
$53.2 - $60.12 $134,010 - $151,442
2,519 Added 15.52%
18,747 $997,000
Q2 2022

Jul 18, 2022
BUY
$57.42 - $62.62 $432,889 - $472,092
7,539 Added 86.76%
16,228 $934,000
Q1 2022

Apr 14, 2022
BUY
$62.53 - $65.89 $543,323 - $572,518
8,689 New
8,689 $534,000

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
Track This Portfolio

Track Wealth Care Investment Partners, LLC Portfolio

Follow Wealth Care Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email