Lwm Advisory Services, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lwm Advisory Services, LLC
- $116 Million
- Q2 2024
A detailed history of Lwm Advisory Services, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 4,763 shares of STIP stock, worth $480,348. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,763
Previous 4,156
14.61%
Holding current value
$480,348
Previous $413,000
14.53%
% of portfolio
0.41%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
626Shares Held
54.7MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$340 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Modera Wealth Management, LLC1.71MShares$172 Million2.52% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$160 Million0.01% of portfolio