Polaris Wealth Advisory Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
617Shares Held
64.9MCall Options Held
135KPut Options Held
8.4K-
Norden Group LLC Provo, UT9.49MShares$943 Million9.46% of portfolio
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Betterment LLC New York, NY3.11MShares$309 Million0.83% of portfolio
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Personal Capital Advisors Corp2.47MShares$246 Million1.16% of portfolio
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Black Rock Inc. New York, NY1.77MShares$176 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC1.68MShares$167 Million0.02% of portfolio