Cherry Tree Wealth Management, LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 10,873 shares of STPZ stock, worth $568,440. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,873
Previous 10,863 0.09%
Holding current value
$568,440
Previous $561 Million 2.39%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 12, 2024
BUY
$51.45 - $52.96 $514 - $529
10 Added 0.09%
10,873 $574 Million
Q2 2024

Aug 06, 2024
SELL
$51.14 - $51.64 $3,170 - $3,201
-62 Reduced 0.57%
10,863 $561 Million
Q4 2023

Feb 06, 2024
BUY
$49.78 - $51.24 $180,004 - $185,283
3,616 Added 49.47%
10,925 $559 Million
Q2 2023

Aug 09, 2023
BUY
$50.22 - $51.24 $367,057 - $374,513
7,309 New
7,309 $368 Million

Others Institutions Holding STPZ

# of Institutions
121
Shares Held
7.04M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR 1-5 YR US TIPS IN

STPZ Quotes by TradingView
  • Ticker STPZ
  • Sector ETFs
  • Industry ETFs
More about STPZ
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email