Number of Shares
115,827.00
Current Holdings Value*
$6.35 Mil
% of Portfolio
3.41%
Total Estimate Gain
$-496,276.60
% of Total Estimate Gain
-6.32%

Mid-American Wealth Advisory Group, Inc.'s PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Holding Summary

As of 2025-03-31, Mid-American Wealth Advisory Group, Inc. held 115,827.00 shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ), totaling $6.35 Mil. This investment constitutes 3.41% of their stock portfolio, and Mid-American Wealth Advisory Group, Inc. now holds 0.87% of the outstanding PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ) stock.

The initial trade took place in 2023Q3. And since then Mid-American Wealth Advisory Group, Inc. has made 5 purchases of LTPZ, at an average price of $55.55, for a total of 141,259.00 shares. In addition, there have been 2 sales at an average price of $53.42 for 25,432.00 shares. Based on historical transaction data and LTPZ's current price of $51.73, Mid-American Wealth Advisory Group, Inc.'s estimated gain on his LTPZ holdings is $-496,276.60, reflecting a -6.32% gain to date.

Mid-American Wealth Advisory Group, Inc. LTPZ ($51.73) Holding Chart

Mid-American Wealth Advisory Group, Inc. LTPZ ($51.73) 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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