Cape Investment Advisory, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 904 shares of STIP stock, worth $93,347. This represents 0.03% of its overall portfolio holdings.
Number of Shares
904
Previous 354
155.37%
Holding current value
$93,347
Previous $36.6 Million
154.19%
% of portfolio
0.03%
Previous 0.01%
Shares
10 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