Beaird Harris Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
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 3,002 shares of STIP stock, worth $301,640. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,002
Previous 2,911
3.13%
Holding current value
$301,640
Previous $289,000
5.19%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
623Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$389 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio