WIPFLI FINANCIAL ADVISORS LLC, – Schwab U.S. TIPS ETF Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
$8.56M
portfolio value
WIPFLI FINANCIAL 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 | +87.69% | 77.22K shares | 3.64M | $51.8 | 165.28K |
Q2 2022 | share | Decrease | -6.54% | -6.16K shares | -806.78K | $55.8 | 88.06K |
Q1 2022 | share | Increase | 0.00% | 94.23K shares | 5.72M | $60.71 | 94.23K |