Upper Left Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 2,705 shares of STIP stock, worth $274,151. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,705
Previous 2,727 0.81%
Holding current value
$274,151
Previous $271,000 0.74%
% of portfolio
0.25%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$98.69 - $99.57 $2,171 - $2,190
-22 Reduced 0.81%
2,705 $269,000
Q1 2024

Apr 23, 2024
SELL
$98.36 - $99.47 $41,507 - $41,976
-422 Reduced 13.4%
2,727 $271,000
Q4 2023

Jan 23, 2024
BUY
$96.33 - $98.68 $303,343 - $310,743
3,149 New
3,149 $310,000

Others Institutions Holding STIP

# of Institutions
625
Shares Held
54.7M
Call Options Held
98.5K
Put Options Held
3.2K
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email