Balboa Wealth Partners Spdr Bloomberg 1 10 Year Tips Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Balboa Wealth Partners holds 17,621 shares of TIPX stock, worth $325,107. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,621

Previous 17,673 0.29%

Holding current value

$325,107

Previous $326,000 2.15%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$18.35 - $19.01 $954 - $988	-52 Reduced 0.29%	17,621 $333,000
Q2 2024 Aug 13, 2024	BUY	$18.25 - $18.51 $2,865 - $2,906	157 Added 0.9%	17,673 $326,000
Q1 2024 May 13, 2024	SELL	$18.4 - $18.66 $54,629 - $55,401	-2,969 Reduced 14.49%	17,516 $326,000
Q4 2023 Feb 09, 2024	SELL	$17.9 - $18.63 $680 - $707	-38 Reduced 0.19%	20,485 $380,000
Q3 2023 Oct 23, 2023	BUY	$18.05 - $18.49 $9,331 - $9,559	517 Added 2.58%	20,523 $371,000
Q2 2023 Aug 08, 2023	BUY	$18.41 - $19.02 $58,856 - $60,806	3,197 Added 19.02%	20,006 $369,000
Q1 2023 May 11, 2023	SELL	$18.38 - $19.03 $57,235 - $59,259	-3,114 Reduced 15.63%	16,809 $319,000
Q4 2022 Feb 14, 2023	BUY	$18.25 - $18.84 $363,594 - $375,349	19,923 New	19,923 $367,000

Others Institutions Holding TIPX

# of Institutions

128

Shares Held

63.1M

Call Options Held

Put Options Held

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Balboa Wealth Partners Spdr Bloomberg 1 10 Year Tips Transaction History