Valmark Advisers, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Valmark Advisers, Inc. holds 22,290 shares of TIPX stock, worth $411,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,290

Previous 33,455 33.37%

Holding current value

$411,250

Previous $618,000 31.72%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$18.35 - $19.01 $204,877 - $212,246	-11,165 Reduced 33.37%	22,290 $422,000
Q2 2024 Jul 31, 2024	BUY	$18.25 - $18.51 $44,785 - $45,423	2,454 Added 7.92%	33,455 $618,000
Q1 2024 May 03, 2024	SELL	$18.4 - $18.66 $115,809 - $117,446	-6,294 Reduced 16.88%	31,001 $577,000
Q4 2023 Feb 02, 2024	SELL	$17.9 - $18.63 $691,548 - $719,751	-38,634 Reduced 50.88%	37,295 $693,000
Q3 2023 Nov 07, 2023	BUY	$18.05 - $18.49 $79,167 - $81,097	4,386 Added 6.13%	75,929 $1.37 Million
Q2 2023 Aug 02, 2023	BUY	$18.41 - $19.02 $331,380 - $342,360	18,000 Added 33.62%	71,543 $1.32 Million
Q1 2023 May 01, 2023	BUY	$18.38 - $19.03 $260,573 - $269,788	14,177 Added 36.01%	53,543 $1.02 Million
Q4 2022 Feb 06, 2023	BUY	$18.25 - $18.84 $48,782 - $50,359	2,673 Added 7.28%	39,366 $726,000
Q3 2022 Nov 02, 2022	BUY	$18.21 - $20.08 $668,179 - $736,795	36,693 New	36,693 $668,000

Others Institutions Holding TIPX

# of Institutions

128

Shares Held

63.1M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG 1-10 YEAR TIPS

Ticker TIPX
Sector ETFs
Industry ETFs

More about TIPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History