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 $345,483. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,338
Previous 3,337
0.03%
Holding current value
$345,483
Previous $336 Million
2.88%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
701Shares Held
60.5MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$419 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$184 Million5.58% of portfolio