Evanson Asset Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 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 $225,915. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,241
Previous 2,056
9.0%
Holding current value
$225,915
Previous $204,000
11.27%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio