Yoder Wealth Management, Inc. LTPZ Holdings History
Yoder Wealth Management, Inc.'s PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 98,074.00 shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ), totaling $5.38 Mil. This investment constitutes 3.03% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.74% of the outstanding PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund(LTPZ) stock.
The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 4 purchases of LTPZ, at an average price of $59.81, for a total of 146,511.00 shares. In addition, there have been 3 sales at an average price of $53.54 for 48,437.00 shares. Based on historical transaction data and LTPZ's current price of $51.26, Yoder Wealth Management, Inc.'s estimated gain on his LTPZ holdings is $-1.14 Mil, reflecting a -13.04% gain to date.
Yoder Wealth Management, Inc. LTPZ ($51.26) Holding Chart
Yoder Wealth Management, Inc. LTPZ ($51.26) 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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