M. Kulyk & Associates, LLC Ishares Barclays 0 5 Year Tips Transaction History
M. Kulyk & Associates, LLC
- $446 Million
- Q4 2024
A detailed history of M. Kulyk & Associates, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, M. Kulyk & Associates, LLC holds 520,673 shares of STIP stock, worth $53.1 Million. This represents 11.75% of its overall portfolio holdings.
Number of Shares
520,673
Previous 509,737
2.15%
Holding current value
$53.1 Million
Previous $51.6 Million
1.42%
% of portfolio
11.75%
Previous 10.52%
Shares
16 transactions
Others Institutions Holding STIP
# of Institutions
671Shares Held
58.7MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$413 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio