Brown Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Brown Wealth Management, LLC
- $277 Billion
- Q3 2024
A detailed history of Brown Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Brown Wealth Management, LLC holds 15,411 shares of STIP stock, worth $1.57 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
15,411
Previous 14,084
9.42%
Holding current value
$1.57 Million
Previous $1.4 Billion
11.43%
% of portfolio
0.56%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
642Shares Held
57.2MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$251 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$192 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio