Geo Wealth Management, LLC Pimco ETF Tr Broad Us Tips Ind Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Pimco ETF Tr Broad Us Tips Ind stock. As of the latest transaction made, Geo Wealth Management, LLC holds 20,317 shares of TIPZ stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,317
Previous 21,780 6.72%
Holding current value
$1.07 Million
Previous $1.18 Million 10.7%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$51.82 - $54.2 $75,812 - $79,294
-1,463 Reduced 6.72%
20,317 $1.05 Million
Q3 2024

Nov 12, 2024
BUY
$52.04 - $54.34 $29,558 - $30,865
568 Added 2.68%
21,780 $1.18 Million
Q2 2024

Aug 12, 2024
BUY
$51.77 - $52.86 $111,305 - $113,649
2,150 Added 11.28%
21,212 $1.11 Million
Q1 2024

May 15, 2024
SELL
$52.49 - $53.67 $1 Million - $1.02 Million
-19,062 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$52.49 - $53.67 $371,156 - $379,500
7,071 Added 58.97%
19,062 $1.02 Million
Q4 2023

Feb 13, 2024
SELL
$50.86 - $53.68 $63,829 - $67,368
-1,255 Reduced 9.47%
11,991 $639,000
Q3 2023

Nov 13, 2023
SELL
$51.6 - $54.0 $226,782 - $237,330
-4,395 Reduced 24.91%
13,246 $685,000
Q2 2023

Aug 10, 2023
SELL
$53.81 - $55.94 $45,146 - $46,933
-839 Reduced 4.54%
17,641 $954,000
Q1 2023

May 12, 2023
BUY
$53.96 - $55.8 $652,592 - $674,845
12,094 Added 189.38%
18,480 $1.03 Million
Q4 2022

Feb 13, 2023
BUY
$53.14 - $56.0 $114,516 - $120,680
2,155 Added 50.93%
6,386 $346,000
Q3 2022

Nov 14, 2022
BUY
$53.2 - $60.12 $225,089 - $254,367
4,231 New
4,231 $225,000

Others Institutions Holding TIPZ

# of Institutions
57
Shares Held
1.22M
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
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