Continuum Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Continuum Wealth Advisors, LLC
- $189 Million
- Q2 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 8,143 shares of STIP stock, worth $825,781. This represents 0.43% of its overall portfolio holdings.
Number of Shares
8,143
Previous 8,180
0.45%
Holding current value
$825,781
Previous $813,000
0.37%
% of portfolio
0.43%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
625Shares Held
54.7MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$342 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$251 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
-
Modera Wealth Management, LLC1.71MShares$173 Million2.52% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$161 Million0.01% of portfolio