Lee Financial CO Ishares Barclays 0 5 Year Tips Transaction History
Lee Financial CO
- $688 Million
- Q2 2025
A detailed history of Lee Financial CO transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lee Financial CO holds 4,067 shares of STIP stock, worth $419,958. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,067
Previous 4,177
2.63%
Holding current value
$419,958
Previous $432,000
3.24%
% of portfolio
0.06%
Previous 0.07%
Shares
32 transactions
Others Institutions Holding STIP
# of Institutions
829Shares Held
75.3MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio