Kelly Financial Services LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Kelly Financial Services LLC

  • $268 Million
  • Q2 2024

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 28,491 shares of TIPX stock, worth $539,619. This represents 0.2% of its overall portfolio holdings.

Number of Shares
28,491
Previous 33,254 14.32%
Holding current value
$539,619
Previous $619,000 15.02%
% of portfolio
0.2%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding TIPX

# of Institutions
138
Shares Held
63.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR BLOOMBERG 1-10 YEAR TIPS

TIPX Quotes by TradingView
  • Ticker TIPX
  • Sector ETFs
  • Industry ETFs
More about TIPX
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email