Vertex Planning Partners, LLC Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,469 shares of STPZ stock, worth $456,225. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,469
Previous 8,405 0.76%
Holding current value
$456,225
Previous $452 Million 1.45%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
BUY
$53.57 - $54.48 $3,428 - $3,486
64 Added 0.76%
8,469 $459 Million
Q2 2025

Aug 13, 2025
BUY
$53.27 - $54.27 $53,270 - $54,270
1,000 Added 13.5%
8,405 $452 Million
Q1 2025

May 14, 2025
SELL
$52.31 - $54.02 $45,352 - $46,835
-867 Reduced 10.48%
7,405 $400 Million
Q4 2024

Feb 12, 2025
SELL
$52.19 - $52.87 $8,663 - $8,776
-166 Reduced 1.97%
8,272 $433 Million
Q3 2024

Nov 07, 2024
SELL
$51.45 - $52.96 $49,752 - $51,212
-967 Reduced 10.28%
8,438 $446 Million
Q2 2024

Aug 13, 2024
SELL
$51.14 - $51.64 $110,462 - $111,542
-2,160 Reduced 18.68%
9,405 $486 Million
Q4 2023

Feb 14, 2024
SELL
$49.78 - $51.24 $21,106 - $21,725
-424 Reduced 3.54%
11,565 $592 Million
Q3 2023

Nov 14, 2023
BUY
$49.95 - $50.47 $6,393 - $6,460
128 Added 1.08%
11,989 $601 Million
Q2 2023

Aug 14, 2023
BUY
$50.22 - $51.24 $149,605 - $152,643
2,979 Added 33.54%
11,861 $597 Million
Q1 2023

May 16, 2023
BUY
$49.72 - $51.04 $441,613 - $453,337
8,882 New
8,882 $453 Million

Others Institutions Holding STPZ

# of Institutions
135
Shares Held
6.35M
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
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