Simplicity Wealth,Llc Spdr Bloomberg 1 10 Year Tips Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Simplicity Wealth,Llc holds 21,989 shares of TIPX stock, worth $417,791. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,989

Holding current value

$417,791

% of portfolio

0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$18.46 - $19.19 $405,916 - $421,968	21,989 New	21,989 $421,000
Q3 2024 Oct 09, 2024	SELL	$18.35 - $19.01 $137,074 - $142,004	-7,470 Reduced 24.06%	23,572 $446,000
Q2 2024 Jul 10, 2024	BUY	$18.25 - $18.51 $59,933 - $60,786	3,284 Added 11.83%	31,042 $573,000
Q1 2024 Apr 24, 2024	BUY	$18.4 - $18.66 $1,380 - $1,399	75 Added 0.27%	27,758 $517,000
Q4 2023 Jan 29, 2024	BUY	$17.9 - $18.63 $157,716 - $164,148	8,811 Added 46.69%	27,683 $514,000
Q3 2023 Oct 19, 2023	BUY	$18.05 - $18.49 $139,598 - $143,001	7,734 Added 69.44%	18,872 $341,000
Q2 2023 Jul 26, 2023	BUY	$18.41 - $19.02 $13,126 - $13,561	713 Added 6.84%	11,138 $205,000
Q1 2023 Apr 27, 2023	BUY	$18.38 - $19.03 $191,611 - $198,387	10,425 New	10,425 $198,000

Others Institutions Holding TIPX

# of Institutions

135

Shares Held

64.2M

Call Options Held

Put Options Held

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Simplicity Wealth,Llc Spdr Bloomberg 1 10 Year Tips Transaction History