Brio Consultants, LLC TIPX Holdings History
Brio Consultants, LLC's SPDR Bloomberg 1-10 Year TIPS ETF Holding Summary
As of 2025-03-31, Brio Consultants, LLC held 835,470.00 shares of SPDR Bloomberg 1-10 Year TIPS ETF(TIPX), totaling $16.03 Mil. This investment constitutes 2.52% of their stock portfolio, and Brio Consultants, LLC now holds 0.96% of the outstanding SPDR Bloomberg 1-10 Year TIPS ETF(TIPX) stock.
The initial trade took place in 2020Q3. And since then Brio Consultants, LLC has made 18 purchases of TIPX, at an average price of $19.87, for a total of 869,766.00 shares. In addition, there have been 1 sales at an average price of $20.68 for 34,296.00 shares. Based on historical transaction data and TIPX's current price of $19.18, Brio Consultants, LLC's estimated gain on his TIPX holdings is $-546,179.39, reflecting a -3.16% gain to date.
Brio Consultants, LLC TIPX ($19.18) Holding Chart
Brio Consultants, LLC TIPX ($19.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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