Burt Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 2025
A detailed history of Burt Wealth Advisors transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Burt Wealth Advisors holds 132,649 shares of STIP stock, worth $13.6 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
132,649
Previous 126,921
4.51%
Holding current value
$13.6 Million
Previous $12.8 Million
7.5%
% of portfolio
3.41%
Previous 3.24%
Shares
12 transactions
Others Institutions Holding STIP
# of Institutions
690Shares Held
58.2MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio