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

Colonial River Wealth Management, LLC

$186 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$17.9 - $18.63 $357,588 - $372,171	19,977 Added 56.74%	55,184 $1.03 Million
Q3 2023 Nov 03, 2023	SELL	$18.05 - $18.49 $332,156 - $340,252	-18,402 Reduced 34.33%	35,207 $636,000
Q2 2023 Aug 08, 2023	SELL	$18.41 - $19.02 $491,399 - $507,681	-26,692 Reduced 33.24%	53,609 $989,000
Q1 2023 May 04, 2023	SELL	$18.38 - $19.03 $10,164 - $10,523	-553 Reduced 0.68%	80,301 $1.53 Million
Q4 2022 Feb 10, 2023	SELL	$18.25 - $18.84 $271,067 - $279,830	-14,853 Reduced 15.52%	80,854 $1.49 Million
Q3 2022 Nov 14, 2022	SELL	$18.21 - $20.08 $71,364 - $78,693	-3,919 Reduced 3.93%	95,707 $1.74 Million
Q2 2022 Aug 15, 2022	BUY	$19.33 - $20.46 $1.12 Million - $1.18 Million	57,758 Added 137.95%	99,626 $1.94 Million
Q1 2022 Apr 15, 2022	BUY	$20.45 - $21.3 $217,015 - $226,035	10,612 Added 33.95%	41,868 $866,000
Q4 2021 Feb 15, 2022	BUY	$20.97 - $21.43 $655,438 - $669,816	31,256 New	31,256 $660,000

Others Institutions Holding TIPX

# of Institutions

138

Shares Held

63.4M

Call Options Held

0

Put Options Held

0

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