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icono de LTPZ

PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Evoke Wealth
1
Evoke Wealth
California
USD 59.7 M -USD 6.68 M -122,009 -10%
GenTrust
2
GenTrust
Florida
USD 32.1 M +USD 33.7 M +615,058 Nuevas
Central Trust Company
3
Central Trust Company
Missouri
USD 27.1 M -USD 2.9 M -53,029 -9%
Wells Fargo
4
Wells Fargo
California
USD 26.8 M +USD 23.9 M +435,498 +556%
Northern Trust
5
Northern Trust
Illinois
USD 14.5 M -USD 10.3 M -188,820 -40%
AE Wealth Management
6
AE Wealth Management
Kansas
USD 11.9 M +USD 207 k +3,783 +2%
Avos Capital Management
7
Avos Capital Management
Washington
USD 11.3 M +USD 11.7 M +213,171 Nuevas
AlTi Global
8
AlTi Global
New York
USD 10.3 M -USD 1.3 M -23,820 -11%
Forefront Analytics
9
Forefront Analytics
Pennsylvania
USD 9.1 M -USD 1.51 M -27,543 -14%
Goldman Sachs
10
Goldman Sachs
New York
USD 8.2 M +USD 7.96 M +145,410 +1,207%
Fermata Advisors
11
Fermata Advisors
California
USD 7.68 M +USD 414 k +7,553 +5%
Wealthedge Investment Advisors
12
Wealthedge Investment Advisors
New York
USD 7.61 M +USD 8.01 M +146,196 Nuevas
Sovran Advisors
13
Sovran Advisors
California
USD 7.61 M +USD 8.17 M +149,263 Nuevas
Mid-American Wealth Advisory Group
14
Mid-American Wealth Advisory Group
Missouri
USD 7.1 M +USD 3.05 M +55,761 +69%
Yoder Wealth Management
15
Yoder Wealth Management
California
USD 4.96 M +USD 88.2 k +1,610 +2%
UBS Group
16
UBS Group
Switzerland
USD 3.59 M -USD 278 k -5,074 -7%
Morgan Stanley
17
Morgan Stanley
New York
USD 3.23 M -USD 2.19 M -40,075 -39%
Lloyd Advisory Services
18
Lloyd Advisory Services
Georgia
USD 3.21 M -USD 145 k -2,645 -4%
Hirtle Callaghan & Co
19
Hirtle Callaghan & Co
Pennsylvania
USD 2.93 M – – –
Private Wealth Advisors (California)
20
Private Wealth Advisors (California)
California
USD 2.41 M +USD 141 k +2,580 +6%
MGO Private Wealth
21
MGO Private Wealth
California
USD 2.34 M +USD 2.46 M +44,966 Nuevas
CHB Investment Group
22
CHB Investment Group
Pennsylvania
USD 1.91 M +USD 205 k +3,751 +11%
Greenline Partners
23
Greenline Partners
New York
USD 1.78 M -USD 243 k -4,445 -11%
Balanced Rock Investment Advisors
24
Balanced Rock Investment Advisors
Massachusetts
USD 1.71 M +USD 40.1 k +732 +2%
LPL Financial
25
LPL Financial
California
USD 1.7 M +USD 622 k +11,353 +53%
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