Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / BROAD US TIPS
-
Total 13F shares
-
1,015,109
-
Share change
-
-33,970
-
Total reported value
-
$54,885,819
-
Price per share
-
$54.08
-
Number of holders
-
49
-
Value change
-
-$1,901,086
-
Number of buys
-
18
-
Number of sells
-
29
Institutional Holders of PIMCO ETF TR - BROAD US TIPS (TIPZ) as of Q2 2023
As of 30 Jun 2023,
PIMCO ETF TR - BROAD US TIPS (TIPZ) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,015,109 shares.
The largest 10 holders included
CITADEL ADVISORS LLC, LMG Wealth Partners, LLC, RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Litman Gregory Wealth Management LLC, MORGAN STANLEY, Royal Bank of Canada, WELLS FARGO & COMPANY/MN, and OSAIC HOLDINGS, INC..
This page lists
49
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.