Executive Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Executive Wealth Management, LLC holds 2,732 shares of STIP stock, worth $279,893. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,732
Previous 2,649
3.13%
Holding current value
$279,893
Previous $268,000
2.24%
% of portfolio
0.02%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding STIP
# of Institutions
677Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$415 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$253 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$194 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio