Copia Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Copia Wealth Management
- $119 Billion
- Q2 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 34,655 shares of STIP stock, worth $3.58 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
34,655
Previous 31,742
9.18%
Holding current value
$3.58 Million
Previous $3.28 Billion
8.59%
% of portfolio
3.01%
Previous 3.04%
Shares
3 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
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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$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio