Montag A & Associates Inc Spdr Bloomberg 1 10 Year Tips Transaction History

Montag A & Associates Inc

$1.97 Billion
Q1 2025

A detailed history of Montag A & Associates Inc transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Montag A & Associates Inc holds 1,748 shares of TIPX stock, worth $33,596. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,748

Holding current value

$33,596

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$18.46 - $19.19 $32,268 - $33,544	1,748 New	1,748 $33,000

Others Institutions Holding TIPX

# of Institutions

139

Shares Held

64.2M

Call Options Held

Put Options Held

State Street Corp Boston, MA

49M
Shares

$942 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

2.31M
Shares

$44.4 Million
0.02% of portfolio
St Germain D J CO Inc Springfield, MA

1.16M
Shares

$22.3 Million
1.09% of portfolio
Bank Of America Corp Charlotte, NC

981K
Shares

$18.9 Million
0.0% of portfolio
Stratos Wealth Partners, Ltd.

758K
Shares

$14.6 Million
0.23% of portfolio

View Full List

About SPDR BLOOMBERG 1-10 YEAR TIPS

Ticker TIPX
Sector ETFs
Industry ETFs

More about TIPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Account

Montag A & Associates Inc Spdr Bloomberg 1 10 Year Tips Transaction History