Holistic Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
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 3,337 shares of STIP stock, worth $338,338. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,337Holding current value
$338,338% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
623Shares Held
54.1MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$392 Million0.94% of portfolio
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Personal Capital Advisors Corp2.47MShares$251 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$184 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
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Ritholtz Wealth Management1.57MShares$159 Million4.7% of portfolio