Sheets Smith Wealth Management Spdr Bloomberg 1 10 Year Tips Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Sheets Smith Wealth Management holds 31,485 shares of TIPX stock, worth $588,454. This represents 0.07% of its overall portfolio holdings.

Number of Shares

31,485

Previous 62,702 49.79%

Holding current value

$588,454

Previous $1.17 Million 50.26%

% of portfolio

0.07%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$18.25 - $18.51 $569,710 - $577,826	-31,217 Reduced 49.79%	31,485 $581,000
Q1 2024 May 08, 2024	BUY	$18.4 - $18.66 $48,355 - $49,038	2,628 Added 4.37%	62,702 $1.17 Million
Q4 2023 Feb 06, 2024	BUY	$17.9 - $18.63 $57,942 - $60,305	3,237 Added 5.7%	60,074 $1.12 Million
Q3 2023 Oct 23, 2023	BUY	$18.05 - $18.49 $165,843 - $169,886	9,188 Added 19.28%	56,837 $1.03 Million
Q2 2023 Aug 09, 2023	BUY	$18.41 - $19.02 $587,205 - $606,661	31,896 Added 202.48%	47,649 $879,000
Q1 2023 May 26, 2023	BUY	$18.38 - $19.03 $289,190 - $299,418	15,734 Added 82810.53%	15,753 $299,000
Q1 2023 May 12, 2023	SELL	$18.38 - $19.03 $289,190 - $299,418	-15,734 Reduced 99.88%	19 $0
Q4 2022 Mar 08, 2023	BUY	$18.25 - $18.84 $287,492 - $296,786	15,753 New	15,753 $290,000

Others Institutions Holding TIPX

# of Institutions

132

Shares Held

63.5M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 1-10 YEAR TIPS

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Sheets Smith Wealth Management Spdr Bloomberg 1 10 Year Tips Transaction History