Lake Hills Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lake Hills Wealth Management, LLC
- $148 Million
- Q1 2025
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 45,413 shares of STIP stock, worth $4.69 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
45,413
Previous 28,437
59.7%
Holding current value
$4.69 Million
Previous $2.86 Million
64.13%
% of portfolio
3.17%
Previous 1.91%
Shares
9 transactions
Others Institutions Holding STIP
# of Institutions
685Shares Held
57.7MCall 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
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Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$163 Million4.7% of portfolio