Mount Yale Investment Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,895 shares of STIP stock, worth $610,132. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,895Holding current value
$610,132% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
848Shares Held
77.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
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Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
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Ritholtz Wealth Management2.15MShares$222 Million4.4% of portfolio