Prentice Wealth Management LLC SPIP Holdings History
Prentice Wealth Management LLC's SPDR Portfolio TIPS ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 16,849.00 shares of SPDR Portfolio TIPS ETF(SPIP), totaling $444,480.00. This investment constitutes 0.13% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.05% of the outstanding SPDR Portfolio TIPS ETF(SPIP) stock.
The initial trade took place in 2021Q1. And since then Prentice Wealth Management LLC has made 12 purchases of SPIP, at an average price of $28.83, for a total of 791,852.00 shares. In addition, there have been 4 sales at an average price of $26.47 for 775,003.00 shares. Based on historical transaction data and SPIP's current price of $25.98, Prentice Wealth Management LLC's estimated gain on his SPIP holdings is $-1.87 Mil, reflecting a -8.21% gain to date.
Prentice Wealth Management LLC SPIP ($25.98) Holding Chart
Prentice Wealth Management 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
