Centered Wealth LLC Dba Miller Equity Capital Advisors TIP Holdings History
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 % |
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