Purchases and Sales Made in Q4 2024 in Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) during Q4 2024. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 15+ YR US TIPS IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
55.8K+ 69.17% |
$2.9M - $3.24M
|
136K
$7.1M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.55K+ 5.4% |
$393K - $439K
|
148K
$7.68M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.68K+ 24.57% |
$244K - $272K
|
23.7K
$1.24M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.75K+ 11.36% |
$195K - $218K
|
36.8K
$1.91M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
71New |
$3.7K - $4.13K
|
71
$3.7K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 10.3% |
$65.9K - $73.6K
|
11K
$574K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-561K- 99.07% |
$29.2M - $32.6M
|
5.27K
$274K
|