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 $161,151. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,569
Previous 1,567
0.13%
Holding current value
$161,151
Previous $158 Million
3.0%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio