Bwm Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Bwm Planning, LLC holds 2,383 shares of STIP stock, worth $241,612. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,383
Previous 7,685
68.99%
Holding current value
$241,612
Previous $779 Million
69.22%
% of portfolio
0.1%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
623Shares Held
54.1MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$392 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$251 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$184 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$159 Million4.7% of portfolio