Keystone Wealth Services, LLC Ishares Barclays 0 5 Year Tips Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
A detailed history of Keystone Wealth Services, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 2,530 shares of STIP stock, worth $254,214. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,530
Previous 3,533
28.39%
Holding current value
$254,214
Previous $351,000
27.07%
% of portfolio
0.08%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
623Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$389 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio