Litman Gregory Wealth Management LLC
Position in TIPZ — PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
CIK 1551867
LARKSPUR, CA
All Filings in TIPZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 TIPZ | $1,703,198 | 32,411 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 TIPZ | $2,556,000 | 47,928 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 TIPZ | $2,555,520 | 47,928 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 TIPZ | $2,735,371 | 52,837 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 TIPZ | $2,857,424 | 52,837 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 TIPZ | $2,909,889 | 53,837 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||