Lwm Advisory Services, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q4 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 5,494 shares of STIP stock, worth $565,387. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,494
Previous 4,642
18.35%
Holding current value
$565,387
Previous $470,000
17.45%
% of portfolio
0.4%
Previous 0.36%
Shares
10 transactions
Others Institutions Holding STIP
# of Institutions
678Shares Held
57.5MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$162 Million4.7% of portfolio