Ever Source Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 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 1,857 shares of STIP stock, worth $191,976. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,857
Previous 2,051
9.46%
Holding current value
$191,976
Previous $207,000
10.14%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding STIP
# of Institutions
678Shares Held
57.5MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$419 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$163 Million4.7% of portfolio