Apex Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Apex Wealth Management, LLC holds 31,231 shares of STIP stock, worth $3.22 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
31,231Holding current value
$3.22 Million% of portfolio
2.58%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
798Shares Held
72.1MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
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Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
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Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio