Valmark Advisers, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Valmark Advisers, Inc. holds 27,845 shares of TIPX stock, worth $519,587. This represents 0.01% of its overall portfolio holdings.

Number of Shares

27,845

Previous 22,290 24.92%

Holding current value

$519,587

Previous $422,000 21.8%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$18.41 - $18.97 $102,267 - $105,378	5,555 Added 24.92%	27,845 $514,000
Q3 2024 Oct 25, 2024	SELL	$18.35 - $19.01 $204,877 - $212,246	-11,165 Reduced 33.37%	22,290 $422,000
Q2 2024 Jul 31, 2024	BUY	$18.25 - $18.51 $44,785 - $45,423	2,454 Added 7.92%	33,455 $618,000
Q1 2024 May 03, 2024	SELL	$18.4 - $18.66 $115,809 - $117,446	-6,294 Reduced 16.88%	31,001 $577,000
Q4 2023 Feb 02, 2024	SELL	$17.9 - $18.63 $691,548 - $719,751	-38,634 Reduced 50.88%	37,295 $693,000
Q3 2023 Nov 07, 2023	BUY	$18.05 - $18.49 $79,167 - $81,097	4,386 Added 6.13%	75,929 $1.37 Million
Q2 2023 Aug 02, 2023	BUY	$18.41 - $19.02 $331,380 - $342,360	18,000 Added 33.62%	71,543 $1.32 Million
Q1 2023 May 01, 2023	BUY	$18.38 - $19.03 $260,573 - $269,788	14,177 Added 36.01%	53,543 $1.02 Million
Q4 2022 Feb 06, 2023	BUY	$18.25 - $18.84 $48,782 - $50,359	2,673 Added 7.28%	39,366 $726,000
Q3 2022 Nov 02, 2022	BUY	$18.21 - $20.08 $668,179 - $736,795	36,693 New	36,693 $668,000

Others Institutions Holding TIPX

# of Institutions

131

Shares Held

63.8M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 1-10 YEAR TIPS

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Valmark Advisers, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History