MGO Private Wealth, LLC LTPZ Holdings History
MGO Private Wealth, LLC's PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Holding Summary
As of 2025-06-30, MGO Private Wealth, LLC held 22,702.00 shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ), totaling $1.19 Mil. This investment constitutes 0.76% of their stock portfolio, and MGO Private Wealth, LLC now holds 0.18% of the outstanding PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ) stock.
The initial trade took place in 2024Q4. And since then MGO Private Wealth, LLC has made 2 purchases of LTPZ, at an average price of $54.55, for a total of 51,551.00 shares. In addition, there have been 1 sales at an average price of $51.83 for 28,849.00 shares. Based on historical transaction data and LTPZ's current price of $51.71, MGO Private Wealth, LLC's estimated gain on his LTPZ holdings is $-143,157.42, reflecting a -5.09% gain to date.
MGO Private Wealth, LLC LTPZ ($51.71) Holding Chart
MGO Private Wealth, LLC LTPZ ($51.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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