TELEMUS CAPITAL, LLC TIP Holdings History

Number of Shares
25,662.00
Current Holdings Value*
$2.76 Mil
% of Portfolio
0.23%
Total Estimate Gain
$150,005.89
% of Total Estimate Gain
0.60%

TELEMUS CAPITAL, LLC's iShares TIPS Bond ETF Holding Summary

As of 2023-12-31, TELEMUS CAPITAL, LLC held 25,662.00 shares of iShares TIPS Bond ETF(TIP), totaling $2.76 Mil. This investment constitutes 0.23% of their stock portfolio, and TELEMUS CAPITAL, LLC now holds 0.01% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2018Q2. And since then TELEMUS CAPITAL, LLC has made 9 purchases of TIP, at an average price of $111.94, for a total of 222,173.00 shares. In addition, there have been 15 sales at an average price of $112.99 for 196,511.00 shares. Based on historical transaction data and TIP's current price of $109.76, TELEMUS CAPITAL, LLC's estimated gain on his TIP holdings is $150,005.89, reflecting a 0.60% gain to date.

TELEMUS CAPITAL, LLC TIP ($109.76) Holding Chart

TELEMUS CAPITAL, LLC TIP ($109.76) 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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