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PIMCO 15+ Year U.S. TIPS Index Fund shares owned by Wealthedge Investment Advisors

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

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

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0017.612424M7.6124245M7.612425M7.6124255M7.612426M146.195k146.1955k146.196k146.1965k146.197k
Value ($)Share countHistorical LTPZ position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including PIMCO 15+ Year U.S. TIPS Index Fund held by Wealthedge Investment 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.6M 146k 52.07

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

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

Evoke Wealth
GenTrust
Central Trust & Investment
Wells Fargo & Company
Northern Trust
AE Wealth Management
AlTi Global
Susquehanna International
Forefront Analytics
Goldman Sachs Group
Sovran Advisors
Fermata Advisors
Wealthedge Investment Advisors
Mid-American Wealth Advisory Group
Yoder Wealth Management

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