Exencial Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 29,278 shares of TIP stock, worth $3.15 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
29,278
Previous 29,458
0.61%
Holding current value
$3.15 Million
Previous $3.15 Million
2.83%
% of portfolio
0.12%
Previous 0.12%
Shares
28 transactions
Others Institutions Holding TIP
# of Institutions
1,091Shares Held
107MCall Options Held
312KPut Options Held
185K-
Black Rock Inc. New York, NY35.6MShares$3.83 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$1.21 Billion0.11% of portfolio
-
Morgan Stanley New York, NY4.39MShares$472 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY2.88MShares$310 Million0.03% of portfolio
-
Rock Creek Group, LP2.75MShares$296 Million27.11% of portfolio