Cape Investment Advisory, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 354 shares of STIP stock, worth $36,306. This represents 0.01% of its overall portfolio holdings.
Number of Shares
354
Previous 1
35300.0%
Holding current value
$36,306
Previous $101,000
36120.79%
% of portfolio
0.01%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$392 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$182 Million5.58% of portfolio