Beaird Harris Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Beaird Harris Wealth Management, LLC
- $1.19 Billion
- Q2 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,963 shares of STIP stock, worth $305,307. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,963
Previous 2,963
-0.0%
Holding current value
$305,307
Previous $306,000
0.65%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
823Shares Held
74.7MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$413 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio