Diversify Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,026 shares of STIP stock, worth $413,510. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,026
Previous 4,949
18.65%
Holding current value
$413,510
Previous $498 Million
16.39%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio