AXXCESS WEALTH MANAGEMENT, LLC
Position in TIPX — State Street(R) SPDR(R) Bloomberg 1-10 Year TIPS ETF
CIK 1911056
CARLSBAD, CA
All Filings in TIPX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 TIPX | $650,825 | 33,739 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 TIPX | $841,585 | 43,970 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 TIPX | $846,681 | 44,121 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 TIPX | $876,980 | 47,430 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 TIPX | $924,381 | 48,780 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 TIPX | $986,887 | 53,403 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 TIPX | $1,004,509 | 53,890 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 TIPX | $1,368,112 | 73,594 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 TIPX | $1,434,611 | 79,348 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 TIPX | $1,433,382 | 77,648 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 TIPX | $1,296,266 | 68,117 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 TIPX | $1,466,977 | 79,511 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 TIPX | $1,100,193 | 60,417 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 TIPX | $1,109,414 | 57,010 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 TIPX | $760,858 | 36,792 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||