Ethos Financial Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Ethos Financial Group, LLC
- $665 Million
- Q4 2024
A detailed history of Ethos Financial Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ethos Financial Group, LLC holds 81,690 shares of STIP stock, worth $8.36 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
81,690
Previous 128,117
36.24%
Holding current value
$8.36 Million
Previous $13 Million
36.69%
% of portfolio
1.24%
Previous 2.46%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
677Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$415 Million0.98% of portfolio
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Personal Capital Advisors Corp2.47MShares$253 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$194 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio