Beacon Financial Advisory LLC Ishares Barclays 0 5 Year Tips Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,569 shares of STIP stock, worth $553,224. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,569
Previous 8,469
34.24%
Holding current value
$553,224
Previous $834,000
33.69%
% of portfolio
0.29%
Previous 0.41%
Shares
18 transactions
Others Institutions Holding STIP
# of Institutions
617Shares Held
64.9MCall Options Held
135KPut Options Held
8.4K-
Norden Group LLC Provo, UT9.49MShares$942 Million9.46% of portfolio
-
Betterment LLC New York, NY3.11MShares$309 Million0.83% of portfolio
-
Personal Capital Advisors Corp2.47MShares$246 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.77MShares$176 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$167 Million0.02% of portfolio