Savvy Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,818 shares of STIP stock, worth $598,264. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,818
Previous 5,645
3.06%
Holding current value
$598,264
Previous $567,000
6.0%
% of portfolio
0.06%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
768Shares Held
67.8MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio