Continuum Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Continuum Wealth Advisors, LLC
- $167 Million
- Q2 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 5,298 shares of STIP stock, worth $545,641. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,298
Previous 8,137
34.89%
Holding current value
$545,641
Previous $841,000
35.2%
% of portfolio
0.33%
Previous 0.54%
Shares
11 transactions
Others Institutions Holding STIP
# of Institutions
793Shares Held
71.8MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio