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Captrust Financial Advisors »

PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of PIMCO 15+ Year U.S. TIPS Index Fund (LTPZ) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in PIMCO 15+ Year U.S. TIPS Index Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO 15+ Year U.S. TIPS Index Fund held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO 15+ Year U.S. TIPS Index Fund by Captrust Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$479k	8.3k	57.75
2023-12-31	$544k	9.6k	56.68
2023-09-30	$437k	8.3k	52.55
2023-06-30	$500k	8.3k	60.04

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View all positions for Captrust Financial Advisors

Top funds holding PIMCO 15+ Year U.S. TIPS Index Fund

Evoke Wealth

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Central Trust & Investment

Wells Fargo & Company

Northern Trust

AE Wealth Management

AlTi Global

Susquehanna International

Mid-American Wealth Advisory Group

Yoder Wealth Management

Citadel Advisors

View all funds holding PIMCO 15+ Year U.S. TIPS Index Fund

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