Jeppson Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Jeppson Wealth Management, LLC
- $273 Million
- Q1 2025
A detailed history of Jeppson Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 183,940 shares of STIP stock, worth $18.9 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
183,940
Previous 184,079
0.08%
Holding current value
$18.9 Million
Previous $18.5 Million
2.78%
% of portfolio
6.97%
Previous 6.72%
Shares
13 transactions
Others Institutions Holding STIP
# of Institutions
688Shares Held
58.1MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio