Mc Naughton Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Mc Naughton Wealth Management, LLC
- $227 Million
- Q3 2025
A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 6,262 shares of STIP stock, worth $644,171. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,262
Previous 4,883
28.24%
Holding current value
$644,171
Previous $502,000
28.88%
% of portfolio
0.29%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
859Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio