Treasure Coast Financial Planning Spdr Bloomberg 1 10 Year Tips Transaction History

Treasure Coast Financial Planning

$162 Million
Q3 2024

A detailed history of Treasure Coast Financial Planning transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Treasure Coast Financial Planning holds 372,545 shares of TIPX stock, worth $6.95 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares

372,545

Previous 305,917 21.78%

Holding current value

$6.95 Million

Previous $5.65 Million 24.87%

% of portfolio

4.36%

Previous 3.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$18.35 - $19.01 $1.22 Million - $1.27 Million	66,628 Added 21.78%	372,545 $7.06 Million
Q2 2024 Jul 22, 2024	BUY	$18.25 - $18.51 $1.99 Million - $2.02 Million	109,117 Added 55.45%	305,917 $5.65 Million
Q1 2024 Apr 26, 2024	BUY	$18.4 - $18.66 $99,599 - $101,006	5,413 Added 2.83%	196,800 $3.67 Million
Q4 2023 Feb 01, 2024	BUY	$17.9 - $18.63 $1.02 Million - $1.06 Million	56,760 Added 42.16%	191,387 $3.56 Million
Q3 2023 Nov 06, 2023	SELL	$18.05 - $18.49 $5,216 - $5,343	-289 Reduced 0.21%	134,627 $2.43 Million
Q2 2023 Jul 21, 2023	SELL	$18.41 - $19.02 $63,275 - $65,371	-3,437 Reduced 2.48%	134,916 $2.49 Million
Q1 2023 May 04, 2023	SELL	$18.38 - $19.03 $148,749 - $154,009	-8,093 Reduced 5.53%	138,353 $2.63 Million
Q4 2022 Feb 06, 2023	BUY	$18.25 - $18.84 $2.67 Million - $2.76 Million	146,446 New	146,446 $2.7 Million

Others Institutions Holding TIPX

# of Institutions

131

Shares Held

63.8M

Call Options Held

Put Options Held

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 Treasure Coast Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Treasure Coast Financial Planning with notifications on news.

Account

Treasure Coast Financial Planning Spdr Bloomberg 1 10 Year Tips Transaction History