Buck Wealth Strategies, LLC Ishares Barclays 0 5 Year Tips Transaction History
Buck Wealth Strategies, LLC
- $317 Million
- Q3 2024
A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 47,079 shares of STIP stock, worth $4.73 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
47,079
Previous 50,934
7.57%
Holding current value
$4.73 Million
Previous $5.07 Million
5.86%
% of portfolio
1.5%
Previous 1.5%
Shares
6 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