Marshall & Sterling Wealth Advisors Inc. Ishares Barclays 0 5 Year Tips Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 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 1,594 shares of STIP stock, worth $164,596. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,594
Previous 1,569
1.59%
Holding current value
$164,596
Previous $162 Million
0.99%
% of portfolio
0.11%
Previous 0.11%
Shares
3 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