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 $510,253. This represents 0.2% of its overall portfolio holdings.

Number of Shares
27,656
Previous 28,491 2.93%
Holding current value
$510,253
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

Others Institutions Holding TIPX

About SPDR BLOOMBERG 1-10 YEAR TIPS


  • 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.