Alterna Wealth Management, Inc Ishares Barclays 0 5 Year Tips Transaction History
Alterna Wealth Management, Inc
- $116 Million
- Q3 2025
A detailed history of Alterna Wealth Management, Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 21,295 shares of STIP stock, worth $2.19 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
21,295
Previous 19,514
9.13%
Holding current value
$2.19 Million
Previous $2.01 Million
9.61%
% of portfolio
1.9%
Previous 1.67%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
859Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio