Portland Financial Advisors Inc Ishares Barclays 0 5 Year Tips Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 2025
A detailed history of Portland Financial Advisors Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Portland Financial Advisors Inc holds 20,762 shares of STIP stock, worth $2.14 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
20,762
Previous 20,446
1.55%
Holding current value
$2.14 Million
Previous $2.12 Billion
1.0%
% of portfolio
5.13%
Previous 5.41%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
798Shares Held
72.1MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio