Marshall & Sterling Wealth Advisors Inc. Ishares Barclays 0 5 Year Tips Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,569 shares of STIP stock, worth $161,669. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,569
Previous 1,567
0.13%
Holding current value
$161,669
Previous $158 Million
3.0%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
798Shares Held
72.1MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio