Hillcrest Wealth Advisors Ny, LLC Ishares Barclays 0 5 Year Tips Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $200 Million
- Q3 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 56,075 shares of STIP stock, worth $5.65 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
56,075
Previous 62,295
9.98%
Holding current value
$5.65 Million
Previous $6.2 Million
8.33%
% of portfolio
2.84%
Previous 3.34%
Shares
23 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio