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 31,344 shares of TIPX stock, worth $585,819. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,344
Previous 93,005 66.3%
Holding current value
$585,819
Previous $1.73 Million 66.59%
% of portfolio
0.03%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR BLOOMBERG 1-10 YEAR TIPS


  • Ticker TIPX
  • Sector ETFs
  • Industry ETFs
More about TIPX
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