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 $244,781. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,383
Previous 7,685
68.99%
Holding current value
$244,781
Previous $779 Million
69.22%
% of portfolio
0.1%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
675Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$416 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio