Pb Mares Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Pb Mares Wealth Management LLC
- $539 Million
- Q2 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 4,571 shares of STIP stock, worth $471,498. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,571
Previous 4,921
7.11%
Holding current value
$471,498
Previous $509,000
7.66%
% of portfolio
0.09%
Previous 0.1%
Shares
23 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$413 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio