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

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$18.4 - $18.66 $1.71 Million - $1.74 Million	-93,005 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$18.4 - $18.66 $787,133 - $798,256	-42,779 Reduced 31.51%	93,005 $1.73 Million
Q4 2023 Feb 13, 2024	SELL	$17.9 - $18.63 $188,988 - $196,695	-10,558 Reduced 7.21%	135,784 $2.52 Million
Q3 2023 Nov 13, 2023	BUY	$18.05 - $18.49 $601,714 - $616,382	33,336 Added 29.5%	146,342 $2.65 Million
Q2 2023 Aug 10, 2023	BUY	$18.41 - $19.02 $839,772 - $867,597	45,615 Added 67.69%	113,006 $2.09 Million

Q1 2023 May 12, 2023	SELL	$18.38 - $19.03 $496,940 - $514,514	-27,037 Reduced 28.63%	67,391 $1.28 Million
Q4 2022 Feb 13, 2023	BUY	$18.3 - $18.84 $545,468 - $561,563	29,807 Added 46.13%	94,428 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	N/A	24,554 Added 61.28%	64,621 $1.18 Million
Q2 2022 Aug 12, 2022	BUY	N/A	358 Added 0.9%	40,067 $780,000
Q1 2022 May 13, 2022	BUY	N/A	39,709 New	39,709 $821,000
Q4 2019 Feb 13, 2020	SELL	N/A	-19,088 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	N/A	19,088 New	19,088 $373,000

Others Institutions Holding TIPX

# of Institutions

145

Shares Held

62M

Call Options Held

0

Put Options Held

0

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