Core Wealth Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Core Wealth Partners LLC
- $197 Billion
- Q2 2025
A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,468 shares of STIP stock, worth $358,938. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,468
Previous 3,468
-0.0%
Holding current value
$358,938
Previous $359 Million
0.54%
% of portfolio
0.18%
Previous 0.21%
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
-
Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$222 Million4.4% of portfolio