Lake Hills Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lake Hills Wealth Management, LLC
- $149 Million
- Q3 2024
A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 32,509 shares of STIP stock, worth $3.27 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
32,509
Previous 32,538
0.09%
Holding current value
$3.27 Million
Previous $3.24 Million
1.73%
% of portfolio
2.21%
Previous 2.32%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$389 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio