CWM, LLC's SPDR Portfolio TIPS ETF Holding Summary
As of 2025-03-31, CWM, LLC held 2.74 Mil shares of SPDR Portfolio TIPS ETF(SPIP), totaling $72.23 Mil. This investment constitutes 0.29% of their stock portfolio, and CWM, LLC now holds 7.15% of the outstanding SPDR Portfolio TIPS ETF(SPIP) stock.
The initial trade took place in 2019Q1. And since then CWM, LLC has made 6 purchases of SPIP, at an average price of $25.78, for a total of 2.87 Mil shares. In addition, there have been 9 sales at an average price of $26.18 for 128,111.00 shares. Based on historical transaction data and SPIP's current price of $25.98, CWM, LLC's estimated gain on his SPIP holdings is $587,961.46, reflecting a 0.80% gain to date.
CWM, LLC SPIP ($25.98) Holding Chart
CWM, LLC SPIP ($25.98) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
