Accel Wealth Management Spdr Bloomberg 1 10 Year Tips Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	SELL	$18.38 - $19.03 $44,259 - $45,824	-2,408 Reduced 30.49%	5,489 $104,000
Q4 2022 Jan 26, 2023	BUY	$18.25 - $18.84 $127 - $131	7 Added 0.09%	7,897 $0
Q3 2022 Oct 12, 2022	BUY	$18.21 - $20.08 $928 - $1,024	51 Added 0.65%	7,890 $146,000
Q2 2022 Aug 03, 2022	SELL	$19.33 - $20.46 $146,908 - $155,496	-7,600 Reduced 49.23%	7,839 $153,000
Q1 2022 Apr 29, 2022	BUY	$20.45 - $21.3 $165,276 - $172,146	8,082 Added 109.85%	15,439 $315,000
Q4 2021 Jan 18, 2022	BUY	$20.97 - $21.43 $17,824 - $18,215	850 Added 13.06%	7,357 $155,000
Q3 2021 Nov 04, 2021	BUY	$21.0 - $21.49 $23,100 - $23,639	1,100 Added 20.34%	6,507 $137,000
Q2 2021 Aug 03, 2021	BUY	$20.83 - $21.27 $112,627 - $115,006	5,407 New	5,407 $114,000

Others Institutions Holding TIPX

# of Institutions

132

Shares Held

63.5M

Call Options Held

0

Put Options Held

0

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