Peak Financial Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q1 2025
A detailed history of Peak Financial Management, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Peak Financial Management, Inc. holds 24,648 shares of STIP stock, worth $2.53 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
24,648
Previous 24,412
0.97%
Holding current value
$2.53 Million
Previous $2.46 Million
3.87%
% of portfolio
0.77%
Previous 0.74%
Shares
9 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.2MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$392 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$182 Million5.58% of portfolio