Capasso Planning Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Capasso Planning Partners LLC
- $170 Million
- Q2 2025
A detailed history of Capasso Planning Partners LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Capasso Planning Partners LLC holds 9,704 shares of STIP stock, worth $1 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
9,704
Previous 11,023
11.97%
Holding current value
$1 Million
Previous $1.14 Million
12.46%
% of portfolio
0.59%
Previous 0.5%
Shares
15 transactions
Others Institutions Holding STIP
# of Institutions
829Shares Held
75.3MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio