Cfs Investment Advisory Services, LLC Ishares Barclays 0 5 Year Tips Transaction History
Cfs Investment Advisory Services, LLC
- $1.22 Billion
- Q2 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 55,522 shares of STIP stock, worth $5.73 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
55,522
Previous 34,835
59.39%
Holding current value
$5.73 Million
Previous $3.6 Million
58.55%
% of portfolio
0.47%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$413 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio