Hillcrest Wealth Advisors Ny, LLC Ishares Barclays 0 5 Year Tips Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $186 Million
- Q2 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 62,295 shares of STIP stock, worth $6.28 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
62,295
Previous 65,695
5.18%
Holding current value
$6.28 Million
Previous $6.53 Million
5.13%
% of portfolio
3.34%
Previous 3.54%
Shares
22 transactions
Others Institutions Holding STIP
# of Institutions
626Shares Held
54.5MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$340 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Modera Wealth Management, LLC1.71MShares$172 Million2.52% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$160 Million0.01% of portfolio