Lws Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 4,633 shares of STPZ stock, worth $249,579. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,633

Previous 4,991 7.17%

Holding current value

$249,579

Previous $249,000 5.22%

% of portfolio

0.09%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$49.78 - $51.24 $17,821 - $18,343	-358 Reduced 7.17%	4,633 $236,000
Q3 2023 Nov 13, 2023	BUY	$49.95 - $50.47 $1,348 - $1,362	27 Added 0.54%	4,991 $249,000
Q2 2023 Jul 28, 2023	BUY	$50.22 - $51.24 $1,155 - $1,178	23 Added 0.47%	4,964 $249,000
Q1 2023 Apr 28, 2023	BUY	$49.72 - $51.04 $497 - $510	10 Added 0.2%	4,941 $252,000
Q4 2022 Feb 14, 2023	SELL	$49.5 - $50.47 $8,464 - $8,630	-171 Reduced 3.35%	4,931 $245,000

Q3 2022 Nov 14, 2022	BUY	$49.41 - $53.19 $3,014 - $3,244	61 Added 1.21%	5,102 $252,000
Q2 2022 Aug 05, 2022	BUY	$52.18 - $54.31 $3,861 - $4,018	74 Added 1.49%	5,041 $264,000
Q1 2022 May 10, 2022	SELL	$53.89 - $55.59 $8,999 - $9,283	-167 Reduced 3.25%	4,967 $271,000
Q4 2021 Feb 02, 2022	BUY	$54.79 - $55.7 $547 - $557	10 Added 0.2%	5,134 $283,000
Q3 2021 Nov 09, 2021	SELL	$54.77 - $55.56 $11,939 - $12,112	-218 Reduced 4.08%	5,124 $281,000
Q2 2021 Jul 23, 2021	BUY	$54.67 - $55.45 $2,186 - $2,218	40 Added 0.75%	5,342 $294,000
Q1 2021 Apr 29, 2021	BUY	$54.27 - $54.96 $11,776 - $11,926	217 Added 4.27%	5,302 $291,000
Q4 2020 Jan 20, 2021	SELL	$53.36 - $54.18 $29,774 - $30,232	-558 Reduced 9.89%	5,085 $275,000
Q3 2020 Nov 10, 2020	SELL	$53.18 - $54.24 $7,392 - $7,539	-139 Reduced 2.4%	5,643 $304,000
Q2 2020 Aug 05, 2020	SELL	$51.64 - $53.25 $516 - $532	-10 Reduced 0.17%	5,782 $308,000
Q1 2020 May 04, 2020	SELL	$49.59 - $53.19 $3,818 - $4,095	-77 Reduced 1.31%	5,792 $300,000
Q4 2019 Feb 06, 2020	BUY	$52.17 - $52.55 $306,185 - $308,415	5,869 New	5,869 $307,000

Others Institutions Holding STPZ

# of Institutions

134

Shares Held

6.35M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR 1-5 YR US TIPS IN

Ticker STPZ
Sector ETFs
Industry ETFs

More about STPZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.

Account

Lws Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History