NAPA WEALTH MANAGEMENT
Position in TIPX — State Street(R) SPDR(R) Bloomberg 1-10 Year TIPS ETF
CIK 1602844
Napa, CA
All Filings in TIPX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 TIPX | $667,716 | 34,795 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 TIPX | $574,613 | 31,077 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 TIPX | $1,575,275 | 83,128 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 TIPX | $1,344,124 | 72,734 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 TIPX | $370,637 | 19,884 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||