Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 196,070 shares of STIP stock, worth $19.9 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
196,070
Previous 182,891
7.21%
Holding current value
$19.9 Million
Previous $18.5 Million
6.44%
% of portfolio
0.54%
Previous 0.52%
Shares
28 transactions
Others Institutions Holding STIP
# of Institutions
646Shares Held
57MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$251 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$192 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio