Portside Wealth Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Portside Wealth Group, LLC holds 18,290 shares of STIP stock, worth $1.85 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
18,290
Previous 22,232
17.73%
Holding current value
$1.85 Million
Previous $2.21 Billion
17.68%
% of portfolio
0.35%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
625Shares Held
54.7MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$341 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$250 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Modera Wealth Management, LLC1.71MShares$173 Million2.52% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$160 Million0.01% of portfolio