Brass Tax Wealth Management, Inc Ishares Barclays 0 5 Year Tips Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
670Shares Held
58.7MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$413 Million0.98% of portfolio
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Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
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Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio