Core Wealth Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,468 shares of STIP stock, worth $349,643. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,468
Previous 3,468
-0.0%
Holding current value
$349,643
Previous $345 Million
1.84%
% of portfolio
0.21%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio