Perigon Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$18.25 - $18.51 $10,293 - $10,439	564 Added 0.64%	88,905 $1.64 Million
Q1 2024 Apr 29, 2024	SELL	$18.4 - $18.66 $6,145 - $6,232	-334 Reduced 0.38%	88,341 $1.65 Million
Q4 2023 Jan 29, 2024	SELL	$17.9 - $18.63 $966,940 - $1.01 Million	-54,019 Reduced 37.86%	88,675 $1.65 Million
Q3 2023 Oct 30, 2023	BUY	$18.05 - $18.49 $19,512 - $19,987	1,081 Added 0.76%	142,694 $2.58 Million
Q2 2023 Aug 02, 2023	SELL	$18.41 - $19.02 $369,562 - $381,807	-20,074 Reduced 12.42%	141,613 $2.61 Million
Q1 2023 May 03, 2023	BUY	$18.38 - $19.03 $154,281 - $159,737	8,394 Added 5.48%	161,687 $3.08 Million
Q4 2022 May 01, 2023	BUY	$18.25 - $18.84 $2.8 Million - $2.89 Million	153,293 New	153,293 $2.83 Million

Others Institutions Holding TIPX

# of Institutions

128

Shares Held

63.1M

Call Options Held

0

Put Options Held

0

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