Bwm Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
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 2,285 shares of STIP stock, worth $234,692. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,285
Previous 2,383
4.11%
Holding current value
$234,692
Previous $240 Million
1.38%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
726Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio