One Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
One Wealth Advisors, LLC
- $673 Million
- Q2 2025
A detailed history of One Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, One Wealth Advisors, LLC holds 21,508 shares of STIP stock, worth $2.22 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
21,508
Previous 7,543
185.14%
Holding current value
$2.22 Million
Previous $780,000
183.72%
% of portfolio
0.33%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
790Shares Held
71.5MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio