Dynasty Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Dynasty Wealth Management, LLC
- $6 Trillion
- Q1 2025
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 946,182 shares of STIP stock, worth $97.3 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
946,182
Previous 439,747
115.17%
Holding current value
$97.3 Million
Previous $44.2 Billion
121.3%
% of portfolio
1.63%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
758Shares Held
67.4MCall 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$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio