Collaborative Wealth Managment Inc. Ishares Barclays 0 5 Year Tips Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 8,966 shares of STIP stock, worth $927,981. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,966Holding current value
$927,981% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
841Shares Held
76.9MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
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Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$210 Million2.64% of portfolio