Jgp Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Jgp Wealth Management, LLC
- $750 Million
- Q1 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 4,378 shares of STIP stock, worth $453,123. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,378
Previous 3,958
10.61%
Holding current value
$453,123
Previous $398,000
13.57%
% of portfolio
0.06%
Previous 0.05%
Shares
4 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