Portside Wealth Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
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 35,183 shares of STIP stock, worth $3.62 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
35,183
Previous 32,995
6.63%
Holding current value
$3.62 Million
Previous $3.32 Billion
9.67%
% of portfolio
0.59%
Previous 0.55%
Shares
10 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
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio