Copia Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Copia Wealth Management holds 31,742 shares of STIP stock, worth $3.29 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
31,742
Previous 30,562
3.86%
Holding current value
$3.29 Million
Previous $3.07 Billion
6.82%
% of portfolio
3.04%
Previous 2.93%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.2MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$396 Million0.94% of portfolio
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Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
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Modera Wealth Management, LLC1.96MShares$203 Million2.79% of portfolio
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Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$184 Million5.58% of portfolio