Pb Mares Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
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 5,570 shares of STIP stock, worth $564,742. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,570
Previous 5,620
0.89%
Holding current value
$564,742
Previous $569,000
1.58%
% of portfolio
0.12%
Previous 0.12%
Shares
21 transactions
Others Institutions Holding STIP
# of Institutions
619Shares Held
54MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$392 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$251 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$184 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$159 Million4.7% of portfolio