Dynasty Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 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 439,747 shares of STIP stock, worth $45.1 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
439,747Holding current value
$45.1 Million% of portfolio
0.76%Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
676Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$416 Million0.98% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$194 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
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Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio