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Get Institutions for : 
Pimco ETF Trust (STPZ)  
$51.45 0.00 (-0.01%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    12
Total shares held : 
7,657,385  
% of shares held : 
6.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -23  
Amount of shares held : 
-1,355,007  
% of shares held change : 
  -1.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$51.14  
Last Quarter's Ending Price : 
$51.50  
Last Quarter's Average Price
$51.24  
Change from last quarter's     
avg. price to the last closing  : 
0.21 (0.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 37,300
 0.49%
 
Increased Positions :
39
 615,078
 8.03%
 
Unchanged Positions :
23
 151,121
 1.97%
 
Decreased Positions :
50
-1,773,277
-23.16%
 
Closed Positions :
17
-234,108
-3.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Simplicity WealthLLC 35 *New 2024-03-31 372,943 $19,207,000 372,943
   Pasadena Private Wealth LLC 14 *New 2024-03-31 169,338 $8,721,000 169,338
   Eagle Strategies LLC 138 *New 2024-03-31 12,786 $658,000 12,786
   Cetera Investment Advisers 2847 *New 2024-03-31 7,009 $361,000 7,009
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 338 *New 2024-03-31 950 $49,000 950
   Ronald Blue Trust Inc. 1434 *New 2024-03-31 192 $10,000 192
   EnRich Financial Partners LLC 179 *New 2024-03-31 89 $5,000 89
   ST GERMAIN D J CO INC 669 *New 2024-03-31 39 $2,000 39
   FMR LLC 5287 *New 2024-03-31 1 $0 1
   Ahrens Investment Partners LLC 1016 *New 2023-03-31 6 $0 6

  10 Records found
  1    
  Page 1 of 1
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