SUMMIT TRAIL ADVISORS, LLC – Schwab U.S. TIPS ETF Transaction History
SUMMIT TRAIL ADVISORS, LLC portfolio value:
$3.14M
portfolio value
SUMMIT TRAIL ADVISORS, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.42% | 9.00K shares | 260K | $51.8 | 60.68K |
| Q2 2022 | share | Increase | 0.00% | 51.68K shares | 2.88M | $55.8 | 51.68K |