Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-45,006.80
% of Total Estimate Gain
-2.24%

Centered Wealth LLC dba Miller Equity Capital Advisors's iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held - shares of iShares TIPS Bond ETF(TIP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Centered Wealth LLC dba Miller Equity Capital Advisors now holds 0% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 12 purchases of TIP, at an average price of $111.24, for a total of 18,030.00 shares. In addition, there have been 2 sales at an average price of $108.74 for 18,030.00 shares. Based on historical transaction data and TIP's current price of $109.90, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his TIP holdings is $-45,006.80, reflecting a -2.24% gain to date.

Centered Wealth LLC dba Miller Equity Capital Advisors TIP ($109.90) Holding Chart

Centered Wealth LLC dba Miller Equity Capital Advisors TIP ($109.90) 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