Mascoma Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 644 shares of STIP stock, worth $65,977. This represents 0.02% of its overall portfolio holdings.
Number of Shares
644
Previous 1,066
39.59%
Holding current value
$65,977
Previous $108,000
40.74%
% of portfolio
0.02%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding STIP
# of Institutions
689Shares Held
58.1MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$415 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$253 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$194 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$182 Million5.58% of portfolio