Elevation Wealth Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Elevation Wealth Partners’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-49	Closed	-$1.27K	–	362
2023 Q2	$1.27K	Buy	+49	New	+$1.28K	﹤0.01%	312

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Elevation Wealth Partners's SPIP Position: Q3 2023 in Review

Elevation Wealth Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2023, closing a stake of 49 shares — an estimated $1.27K sold.

Elevation Wealth Partners first reported a position in SPIP in Q2 2023 and held it in 1 quarter. The position peaked at $1.27K in Q2 2023. 246 funds tracked by Wall St. Rank hold SPIP as of Q3 2023.

Elevation Wealth Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2023 after selling out during the quarter.
Elevation Wealth Partners sold 49 State Street SPDR Portfolio TIPS ETF shares in Q3 2023, an estimated $1.27K.
Elevation Wealth Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2023 and held it in 1 quarter.
Elevation Wealth Partners's State Street SPDR Portfolio TIPS ETF position peaked at $1.27K in Q2 2023.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.