Wallace Advisory Group, LLC TIP Holdings History
Wallace Advisory Group, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 10,492.00 shares of iShares TIPS Bond ETF(TIP), totaling $1.12 Mil. This investment constitutes 0.77% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0.01% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2023Q4. And since then Wallace Advisory Group, LLC has made 3 purchases of TIP, at an average price of $107.14, for a total of 17,801.00 shares. In addition, there have been 3 sales at an average price of $108.11 for 7,309.00 shares. Based on historical transaction data and TIP's current price of $109.76, Wallace Advisory Group, LLC's estimated gain on his TIP holdings is $34,587.97, reflecting a 1.81% gain to date.
Wallace Advisory Group, LLC TIP ($109.76) Holding Chart
Wallace Advisory Group, 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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