Dynasty Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 424,117 shares of STIP stock, worth $42.6 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
424,117
Previous 444,804
4.65%
Holding current value
$42.6 Million
Previous $44.2 Billion
4.59%
% of portfolio
1.24%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
627Shares Held
54.3MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$339 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$159 Million0.01% of portfolio