Perfromance Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
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 53,322 shares of STIP stock, worth $5.36 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
53,322
Previous 59,591
10.52%
Holding current value
$5.36 Million
Previous $5.93 Million
10.46%
% of portfolio
0.2%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
624Shares Held
54.6MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$339 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Modera Wealth Management, LLC1.71MShares$172 Million2.52% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$159 Million0.01% of portfolio