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

Perigon Wealth Management, LLC

$3.27 Billion
Q1 2024

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 88,341 shares of TIPX stock, worth $1.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

88,341

Previous 88,675 0.38%

Holding current value

$1.63 Million

Previous $1.65 Million 0.12%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$18.3 - $18.84 $2.81 Million - $2.89 Million	153,293 New	153,293 $2.83 Million

Others Institutions Holding TIPX

# of Institutions

145

Shares Held

62M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 1-10 YEAR TIPS

Ticker TIPX
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Industry ETFs

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