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

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$57.42 - $62.62 $927,792 - $1.01 Million	-16,158 Reduced 79.56%	4,150 $239,000
Q1 2022 May 12, 2022	SELL	$62.53 - $65.89 $2.61 Million - $2.75 Million	-41,763 Reduced 67.28%	20,308 $1.29 Million
Q4 2021 Feb 14, 2022	BUY	$65.41 - $67.41 $722,780 - $744,880	11,050 Added 21.66%	62,071 $4.1 Million
Q3 2021 Nov 12, 2021	BUY	$65.41 - $67.11 $80,585 - $82,679	1,232 Added 2.47%	51,021 $3.35 Million
Q2 2021 Aug 13, 2021	BUY	$64.06 - $65.72 $513,953 - $527,271	8,023 Added 19.21%	49,789 $3.27 Million
Q1 2021 May 17, 2021	BUY	$63.56 - $65.77 $1.28 Million - $1.32 Million	20,074 Added 92.54%	41,766 $2.68 Million
Q4 2020 Feb 16, 2021	BUY	$63.8 - $65.45 $905,641 - $929,062	14,195 Added 189.34%	21,692 $1.42 Million
Q3 2020 Nov 16, 2020	BUY	$63.22 - $65.3 $473,960 - $489,554	7,497 New	7,497 $486,000

Others Institutions Holding TIPZ

# of Institutions

54

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

262K
Shares

$13.7 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

135K
Shares

$7.03 Million
0.09% of portfolio
Allianz Asset Management Gmb H Munich, 2M

107K
Shares

$5.57 Million
0.01% of portfolio
Flow Traders U.S. LLC New York, NY

84.3K
Shares

$4.41 Million
0.23% of portfolio
Raymond James & Associates St Petersburg, FL

64.3K
Shares

$3.36 Million
0.0% of portfolio

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