Treasure Coast Financial Planning Spdr Bloomberg 1 10 Year Tips Transaction History

Treasure Coast Financial Planning

$151 Million
Q4 2024

A detailed history of Treasure Coast Financial Planning transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Treasure Coast Financial Planning holds 376,580 shares of TIPX stock, worth $7.04 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

376,580

Previous 372,545 1.08%

Holding current value

$7.04 Million

Previous $7.06 Million 1.37%

% of portfolio

4.61%

Previous 4.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$18.41 - $18.97 $74,284 - $76,543	4,035 Added 1.08%	376,580 $6.96 Million
Q3 2024 Nov 12, 2024	BUY	$18.35 - $19.01 $1.22 Million - $1.27 Million	66,628 Added 21.78%	372,545 $7.06 Million
Q2 2024 Jul 22, 2024	BUY	$18.25 - $18.51 $1.99 Million - $2.02 Million	109,117 Added 55.45%	305,917 $5.65 Million
Q1 2024 Apr 26, 2024	BUY	$18.4 - $18.66 $99,599 - $101,006	5,413 Added 2.83%	196,800 $3.67 Million
Q4 2023 Feb 01, 2024	BUY	$17.9 - $18.63 $1.02 Million - $1.06 Million	56,760 Added 42.16%	191,387 $3.56 Million
Q3 2023 Nov 06, 2023	SELL	$18.05 - $18.49 $5,216 - $5,343	-289 Reduced 0.21%	134,627 $2.43 Million
Q2 2023 Jul 21, 2023	SELL	$18.41 - $19.02 $63,275 - $65,371	-3,437 Reduced 2.48%	134,916 $2.49 Million
Q1 2023 May 04, 2023	SELL	$18.38 - $19.03 $148,749 - $154,009	-8,093 Reduced 5.53%	138,353 $2.63 Million
Q4 2022 Feb 06, 2023	BUY	$18.25 - $18.84 $2.67 Million - $2.76 Million	146,446 New	146,446 $2.7 Million

Others Institutions Holding TIPX

# of Institutions

133

Shares Held

63.6M

Call Options Held

Put Options Held

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About SPDR BLOOMBERG 1-10 YEAR TIPS

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Treasure Coast Financial Planning Spdr Bloomberg 1 10 Year Tips Transaction History