Lake Hills Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lake Hills Wealth Management, LLC
- $150 Million
- Q4 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 28,437 shares of STIP stock, worth $2.89 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
28,437
Previous 32,509
12.53%
Holding current value
$2.89 Million
Previous $3.29 Million
13.15%
% of portfolio
1.91%
Previous 2.21%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
640Shares Held
56.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$394 Million0.94% of portfolio
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Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio