Pacific Capital Wealth Advisors, Inc Ishares Barclays 0 5 Year Tips Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 696 shares of STIP stock, worth $69,934. This represents 0.01% of its overall portfolio holdings.
Number of Shares
696
Previous 725
4.0%
Holding current value
$69,934
Previous $72,000
2.78%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding STIP
# of Institutions
623Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$389 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio