Holistic Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
A detailed history of Holistic Planning, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Holistic Planning, LLC holds 3,338 shares of STIP stock, worth $342,845. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,338
Previous 3,337
0.03%
Holding current value
$342,845
Previous $336 Million
2.88%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
725Shares 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