Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$14,483.34
% of Total Estimate Gain
0.60%

EHRLICH FINANCIAL GROUP's SPDR Portfolio TIPS ETF Holding Summary

As of 2025-06-30, EHRLICH FINANCIAL GROUP held - shares of SPDR Portfolio TIPS ETF(SPIP), totaling N/A. This investment constitutes 0% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0% of the outstanding SPDR Portfolio TIPS ETF(SPIP) stock.

The initial trade took place in 2024Q1. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of SPIP, at an average price of $25.69, for a total of 93,518.00 shares. In addition, there have been 2 sales at an average price of $25.85 for 93,518.00 shares. Based on historical transaction data and SPIP's current price of $25.95, EHRLICH FINANCIAL GROUP's estimated gain on his SPIP holdings is $14,483.34, reflecting a 0.60% gain to date.

EHRLICH FINANCIAL GROUP SPIP ($25.95) Holding Chart

EHRLICH FINANCIAL GROUP SPIP ($25.95) 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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