Geo Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Geo Wealth Management, LLC holds 56,178 shares of TIPX stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

56,178

Previous 56,249 0.13%

Holding current value

$1.07 Million

Previous $1.07 Million 2.54%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$18.41 - $18.97 $1,307 - $1,346	-71 Reduced 0.13%	56,178 $1.04 Million
Q3 2024 Nov 12, 2024	BUY	$18.35 - $19.01 $457,006 - $473,444	24,905 Added 79.46%	56,249 $1.07 Million
Q2 2024 Aug 12, 2024	SELL	$18.25 - $18.51 $1.13 Million - $1.14 Million	-61,661 Reduced 66.3%	31,344 $579,000
Q1 2024 May 15, 2024	SELL	$18.4 - $18.66 $1.71 Million - $1.74 Million	-93,005 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$18.4 - $18.66 $787,133 - $798,256	-42,779 Reduced 31.51%	93,005 $1.73 Million
Q4 2023 Feb 13, 2024	SELL	$17.9 - $18.63 $188,988 - $196,695	-10,558 Reduced 7.21%	135,784 $2.52 Million
Q3 2023 Nov 13, 2023	BUY	$18.05 - $18.49 $601,714 - $616,382	33,336 Added 29.5%	146,342 $2.65 Million
Q2 2023 Aug 10, 2023	BUY	$18.41 - $19.02 $839,772 - $867,597	45,615 Added 67.69%	113,006 $2.09 Million
Q1 2023 May 12, 2023	SELL	$18.38 - $19.03 $496,940 - $514,514	-27,037 Reduced 28.63%	67,391 $1.28 Million
Q4 2022 Feb 13, 2023	BUY	$18.25 - $18.84 $543,977 - $561,563	29,807 Added 46.13%	94,428 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	$18.21 - $20.08 $447,128 - $493,044	24,554 Added 61.28%	64,621 $1.18 Million
Q2 2022 Aug 12, 2022	BUY	$19.33 - $20.46 $6,920 - $7,324	358 Added 0.9%	40,067 $780,000
Q1 2022 May 13, 2022	BUY	$20.45 - $21.3 $812,049 - $845,801	39,709 New	39,709 $821,000
Q4 2019 Feb 13, 2020	SELL	$19.47 - $19.66 $371,643 - $375,270	-19,088 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$19.47 - $19.64 $371,643 - $374,888	19,088 New	19,088 $373,000

Others Institutions Holding TIPX

# of Institutions

132

Shares Held

63.6M

Call Options Held

Put Options Held

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Geo Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History