Elevate Wealth Advisory, Inc Ishares Barclays 0 5 Year Tips Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 76,203 shares of STIP stock, worth $7.77 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
76,203
Previous 75,429
1.03%
Holding current value
$7.77 Million
Previous $7.64 Billion
1.04%
% of portfolio
5.67%
Previous 5.67%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
671Shares Held
58.7MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$413 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio