Steward Partners Investment Advisory, LLC Pimco ETF Tr Broad Us Tips Ind Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Pimco ETF Tr Broad Us Tips Ind stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 22,955 shares of TIPZ stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,955
Previous 27,797 17.42%
Holding current value
$1.2 Million
Previous $1.5 Million 20.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 06, 2025
SELL
$51.82 - $54.2 $250,912 - $262,436
-4,842 Reduced 17.42%
22,955 $1.19 Million
Q3 2024

Nov 14, 2024
SELL
$52.04 - $54.34 $17,069 - $17,823
-328 Reduced 1.17%
27,797 $1.5 Million
Q2 2024

Aug 08, 2024
SELL
$51.77 - $52.86 $26,920 - $27,487
-520 Reduced 1.82%
28,125 $1.48 Million
Q1 2024

May 15, 2024
SELL
$52.49 - $53.67 $2,519 - $2,576
-48 Reduced 0.17%
28,645 $1.53 Million
Q4 2023

Feb 12, 2024
SELL
$50.86 - $53.68 $70,593 - $74,507
-1,388 Reduced 4.61%
28,693 $1.53 Million
Q3 2023

Nov 13, 2023
SELL
$51.6 - $54.0 $46,130 - $48,276
-894 Reduced 2.89%
30,081 $1.56 Million
Q2 2023

Aug 14, 2023
SELL
$53.81 - $55.94 $29,165 - $30,319
-542 Reduced 1.72%
30,975 $1.68 Million
Q1 2023

May 15, 2023
SELL
$53.96 - $55.8 $153,462 - $158,695
-2,844 Reduced 8.28%
31,517 $1.76 Million
Q4 2022

Feb 15, 2023
SELL
$53.14 - $56.0 $1.78 Million - $1.88 Million
-33,529 Reduced 49.39%
34,361 $1.86 Million
Q3 2022

Nov 10, 2022
SELL
$53.2 - $60.12 $76,767 - $86,753
-1,443 Reduced 2.08%
67,890 $3.61 Million
Q2 2022

Aug 04, 2022
SELL
$57.42 - $62.62 $21,073 - $22,981
-367 Reduced 0.53%
69,333 $3.99 Million
Q1 2022

May 02, 2022
BUY
$62.53 - $65.89 $573,775 - $604,606
9,176 Added 15.16%
69,700 $4.41 Million
Q4 2021

Feb 08, 2022
BUY
$65.41 - $67.41 $525,438 - $541,504
8,033 Added 15.3%
60,524 $4 Million
Q3 2021

Nov 12, 2021
BUY
$65.41 - $67.11 $1.4 Million - $1.44 Million
21,452 Added 69.11%
52,491 $3.45 Million
Q2 2021

Aug 13, 2021
BUY
$64.06 - $65.72 $1.55 Million - $1.59 Million
24,121 Added 348.67%
31,039 $2.04 Million
Q1 2021

May 14, 2021
BUY
$63.56 - $65.77 $439,708 - $454,996
6,918 New
6,918 $0

Others Institutions Holding TIPZ

# of Institutions
56
Shares Held
1.3M
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
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