Heritage Family Offices, LLP Ishares Barclays 0 5 Year Tips Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Heritage Family Offices, LLP holds 4,190 shares of STIP stock, worth $420,592. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,190
Previous 4,190
-0.0%
Holding current value
$420,592
Previous $417 Million
1.84%
% of portfolio
0.22%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$388 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio