A detailed history of Kelly Financial Services LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Kelly Financial Services LLC holds 27,656 shares of TIPX stock, worth $515,784. This represents 0.2% of its overall portfolio holdings.

Number of Shares
27,656
Previous 28,491 2.93%
Holding current value
$515,784
Previous $526,000 0.38%
% of portfolio
0.2%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$18.35 - $19.01 $15,322 - $15,873
-835 Reduced 2.93%
27,656 $524,000
Q2 2024

Aug 12, 2024

SELL
$18.25 - $18.51 $86,924 - $88,163
-4,763 Reduced 14.32%
28,491 $526,000
Q1 2024

Jul 17, 2024

SELL
$18.4 - $18.66 $260,617 - $264,300
-14,164 Reduced 29.87%
33,254 $619,000
Q4 2023

Jul 17, 2024

SELL
$17.9 - $18.63 $78,258 - $81,450
-4,372 Reduced 8.44%
47,418 $881 Million
Q3 2023

Jul 17, 2024

SELL
$18.05 - $18.49 $4,187 - $4,289
-232 Reduced 0.45%
51,790 $936 Million
Q2 2023

Jul 17, 2024

BUY
$18.41 - $19.02 $58,470 - $60,407
3,176 Added 6.5%
52,022 $960 Million
Q1 2023

Jul 17, 2024

SELL
$18.38 - $19.03 $41,814 - $43,293
-2,275 Reduced 4.45%
48,846 $930 Million
Q4 2022

Jul 17, 2024

BUY
$18.25 - $18.84 $149,029 - $153,847
8,166 Added 19.01%
51,121 $943 Million
Q3 2022

Jul 17, 2024

BUY
$18.21 - $20.08 $82,072 - $90,500
4,507 Added 11.72%
42,955 $782 Million
Q2 2022

Jul 17, 2024

BUY
$19.33 - $20.46 $169,272 - $179,168
8,757 Added 29.49%
38,448 $748 Million
Q1 2022

Jul 17, 2024

BUY
$20.45 - $21.3 $607,180 - $632,418
29,691 New
29,691 $614 Million

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