Adams Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Adams Wealth Management
- $474 Million
- Q2 2025
A detailed history of Adams Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Adams Wealth Management holds 3,414 shares of STIP stock, worth $352,154. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,414
Previous 3,766
9.35%
Holding current value
$352,154
Previous $389,000
9.77%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$413 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio