Financial Advocates Investment Management Spdr Bloomberg 1 10 Year Tips Transaction History

Financial Advocates Investment Management

$1.72 Billion
Q1 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Financial Advocates Investment Management holds 23,317 shares of TIPX stock, worth $430,898. This represents 0.03% of its overall portfolio holdings.

Number of Shares

23,317

Previous 24,176 3.55%

Holding current value

$430,898

Previous $449,000 3.34%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$18.4 - $18.66 $15,805 - $16,028	-859 Reduced 3.55%	23,317 $434,000
Q4 2023 Feb 08, 2024	SELL	$17.9 - $18.63 $29,570 - $30,776	-1,652 Reduced 6.4%	24,176 $449,000
Q3 2023 Oct 27, 2023	BUY	$18.05 - $18.49 $134,725 - $138,009	7,464 Added 40.64%	25,828 $466,000
Q2 2023 Aug 07, 2023	BUY	$18.41 - $19.02 $7,732 - $7,988	420 Added 2.34%	18,364 $338,000
Q1 2023 May 11, 2023	BUY	$18.38 - $19.03 $81,607 - $84,493	4,440 Added 32.88%	17,944 $341,000

Q4 2022 Feb 14, 2023	BUY	$18.3 - $18.84 $247,123 - $254,415	13,504 New	13,504 $249,000

Others Institutions Holding TIPX

# of Institutions

145

Shares Held

62M

Call Options Held

Put Options Held

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Financial Advocates Investment Management Spdr Bloomberg 1 10 Year Tips Transaction History