Evanson Asset Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 2024
A detailed history of Evanson Asset Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Evanson Asset Management, LLC holds 2,241 shares of STIP stock, worth $230,464. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,241
Previous 2,241
-0.0%
Holding current value
$230,464
Previous $227,000
0.88%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
688Shares Held
58.1MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio