Capasso Planning Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
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 16,230 shares of STIP stock, worth $1.64 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
16,230
Previous 17,465
7.07%
Holding current value
$1.64 Million
Previous $1.72 Million
6.28%
% of portfolio
0.67%
Previous 0.81%
Shares
10 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio