Aj Wealth Strategies, LLC Ishares Barclays 0 5 Year Tips Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 346,606 shares of STIP stock, worth $34.3 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
346,606
Previous 347,482
0.25%
Holding current value
$34.3 Million
Previous $34.5 Million
1.89%
% of portfolio
1.63%
Previous 1.8%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
616Shares Held
64.9MCall Options Held
135KPut Options Held
8.4K-
Norden Group LLC Provo, UT9.49MShares$940 Million9.46% of portfolio
-
Betterment LLC New York, NY3.11MShares$308 Million0.83% of portfolio
-
Personal Capital Advisors Corp2.47MShares$245 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.77MShares$175 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$166 Million0.02% of portfolio