OLVIG
LTPZ icon

Oliver Lagore Vanvalin Investment Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-41
Closed -$2.15K – 832
2023
Q3 		$2.15K Buy
+41
New +$2.31K ﹤0.01% 683

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LTPZ Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2023, closing a stake of 41 shares — an estimated $2.15K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in LTPZ in Q3 2023 and held it in 1 quarter. The position peaked at $2.15K in Q3 2023. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 41 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $2.15K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.15K in Q3 2023.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.