Wealth Management Solutions, LLC STIP Holdings History
Wealth Management Solutions, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held - shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 4 purchases of STIP, at an average price of $101.25, for a total of 5,458.00 shares. In addition, there have been 3 sales at an average price of $97.03 for 5,458.00 shares. Based on historical transaction data and STIP's current price of $102.94, Wealth Management Solutions, LLC's estimated gain on his STIP holdings is $-23,022.12, reflecting a -4.17% gain to date.
Wealth Management Solutions, LLC STIP ($102.94) Holding Chart
Wealth Management Solutions, LLC STIP ($102.94) 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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