Lifeworks Advisors, LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Lifeworks Advisors, LLC

$496 Million
Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 25,020 shares of TIPX stock, worth $466,873. This represents 0.1% of its overall portfolio holdings.

Number of Shares

25,020

Holding current value

$466,873

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$18.35 - $19.01 $459,117 - $475,630	25,020 New	25,020 $474,000

Others Institutions Holding TIPX

# of Institutions

131

Shares Held

63.8M

Call Options Held

Put Options Held

State Street Corp Boston, MA

49.8M
Shares

$930 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.58M
Shares

$48.1 Million
0.02% of portfolio
St Germain D J CO Inc Springfield, MA

1.03M
Shares

$19.2 Million
0.89% of portfolio
Bank Of America Corp Charlotte, NC

893K
Shares

$16.7 Million
0.0% of portfolio
Brio Consultants, LLC

823K
Shares

$15.4 Million
2.39% of portfolio

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About SPDR BLOOMBERG 1-10 YEAR TIPS

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Lifeworks Advisors, LLC Spdr Bloomberg 1 10 Year Tips Transaction History