Number of Shares
537,012.00
Current Holdings Value*
$13.62 Mil
% of Portfolio
7.01%
Total Estimate Gain
$-2.44 Mil
% of Total Estimate Gain
-4.90%

UBP Investment Advisors SA's SPDR Portfolio TIPS ETF Holding Summary

As of 2022-09-30, UBP Investment Advisors SA held 537,012.00 shares of SPDR Portfolio TIPS ETF(SPIP), totaling $13.62 Mil. This investment constitutes 7.01% of their stock portfolio, and UBP Investment Advisors SA now holds 0.58% of the outstanding SPDR Portfolio TIPS ETF(SPIP) stock.

The initial trade took place in 2020Q2. And since then UBP Investment Advisors SA has made 6 purchases of SPIP, at an average price of $28.98, for a total of 1.72 Mil shares. In addition, there have been 4 sales at an average price of $28.29 for 1.18 Mil shares. Based on historical transaction data and SPIP's current price of $25.96, UBP Investment Advisors SA's estimated gain on his SPIP holdings is $-2.44 Mil, reflecting a -4.90% gain to date.

UBP Investment Advisors SA SPIP ($25.96) Holding Chart

UBP Investment Advisors SA SPIP ($25.96) 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