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 $35.7 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
346,606
Previous 347,482
0.25%
Holding current value
$35.7 Million
Previous $34.5 Million
1.89%
% of portfolio
1.63%
Previous 1.8%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
849Shares Held
77.7MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$412 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio