Perfromance Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History
Perfromance Wealth Partners, LLC
- $3.08 Billion
- Q2 2025
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 53,639 shares of STIP stock, worth $5.54 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
53,639
Previous 54,019
0.7%
Holding current value
$5.54 Million
Previous $5.59 Million
1.25%
% of portfolio
0.18%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding STIP
# of Institutions
829Shares Held
75.3MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio