Wingate Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 2,205 shares of STIP stock, worth $228,217. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,205
Previous 2,290
3.71%
Holding current value
$228,217
Previous $236 Million
3.32%
% of portfolio
0.16%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
840Shares Held
76.7MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$210 Million2.64% of portfolio