Foundations Investment Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 15,100 shares of STIP stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,100
Previous 10,074
49.89%
Holding current value
$1.55 Million
Previous $1.01 Million
54.2%
% of portfolio
0.03%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
726Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio