Axxcess Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Axxcess Wealth Management, LLC

$3.47 Billion
Q1 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 53,890 shares of TIPX stock, worth $989,959. This represents 0.03% of its overall portfolio holdings.

Number of Shares

53,890

Previous 73,594 26.77%

Holding current value

$989,959

Previous $1.37 Million 26.61%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$18.4 - $18.66 $362,553 - $367,676	-19,704 Reduced 26.77%	53,890 $1 Million
Q4 2023 Feb 06, 2024	SELL	$17.9 - $18.63 $102,996 - $107,197	-5,754 Reduced 7.25%	73,594 $1.37 Million
Q3 2023 Nov 14, 2023	BUY	$18.05 - $18.49 $30,685 - $31,432	1,700 Added 2.19%	79,348 $1.43 Million
Q2 2023 Aug 08, 2023	BUY	$18.41 - $19.02 $175,465 - $181,279	9,531 Added 13.99%	77,648 $1.43 Million
Q1 2023 May 03, 2023	SELL	$18.38 - $19.03 $209,421 - $216,827	-11,394 Reduced 14.33%	68,117 $1.3 Million

Q4 2022 Feb 14, 2023	BUY	$18.3 - $18.84 $349,420 - $359,730	19,094 Added 31.6%	79,511 $1.47 Million
Q3 2022 Nov 14, 2022	BUY	N/A	3,407 Added 5.98%	60,417 $1.1 Million
Q2 2022 Aug 11, 2022	BUY	N/A	20,218 Added 54.95%	57,010 $1.11 Million
Q1 2022 Aug 11, 2022	BUY	N/A	36,792 New	36,792 $761,000

Others Institutions Holding TIPX

# of Institutions

145

Shares Held

62M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 1-10 YEAR TIPS

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Axxcess Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History