LWMG, LLC TIP Holdings History

Number of Shares
148,438.00
Current Holdings Value*
$16.40 Mil
% of Portfolio
3.12%
Total Estimate Gain
$520,759.28
% of Total Estimate Gain
3.29%

LWMG, LLC's iShares TIPS Bond ETF Holding Summary

As of 2024-09-30, LWMG, LLC held 148,438.00 shares of iShares TIPS Bond ETF(TIP), totaling $16.40 Mil. This investment constitutes 3.12% of their stock portfolio, and LWMG, LLC now holds 0.09% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2022Q4. And since then LWMG, LLC has made 7 purchases of TIP, at an average price of $106.56, for a total of 148,438.00 shares. Based on historical transaction data and TIP's current price of $110.07, LWMG, LLC's estimated gain on his TIP holdings is $520,759.28, reflecting a 3.29% gain to date.

LWMG, LLC TIP ($110.07) Holding Chart

LWMG, LLC TIP ($110.07) 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