Ever Source Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 954 shares of STIP stock, worth $94,818. This represents 0.01% of its overall portfolio holdings.
Number of Shares
954
Previous 1,034
7.74%
Holding current value
$94,818
Previous $102,000
7.84%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding STIP
# of Institutions
616Shares Held
64.9MCall Options Held
135KPut Options Held
8.4K-
Norden Group LLC Provo, UT9.49MShares$943 Million9.46% of portfolio
-
Betterment LLC New York, NY3.11MShares$309 Million0.83% of portfolio
-
Personal Capital Advisors Corp2.47MShares$246 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.77MShares$176 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$167 Million0.02% of portfolio