Number of Shares
207,382.00
Current Holdings Value*
$16.75 Mil
% of Portfolio
16.68%
Total Estimate Gain
$-5.30 Mil
% of Total Estimate Gain
-33.05%

Wealthsimple US, Ltd.'s PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Holding Summary

As of 2021-03-31, Wealthsimple US, Ltd. held 207,382.00 shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ), totaling $16.75 Mil. This investment constitutes 16.68% of their stock portfolio, and Wealthsimple US, Ltd. now holds 2.35% of the outstanding PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ) stock.

The initial trade took place in 2019Q4. And since then Wealthsimple US, Ltd. has made 5 purchases of LTPZ, at an average price of $77.32, for a total of 207,382.00 shares. Based on historical transaction data and LTPZ's current price of $51.77, Wealthsimple US, Ltd.'s estimated gain on his LTPZ holdings is $-5.30 Mil, reflecting a -33.05% gain to date.

Wealthsimple US, Ltd. LTPZ ($51.77) Holding Chart

Wealthsimple US, Ltd. LTPZ ($51.77) 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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