Portland Financial Advisors Inc Ishares Barclays 0 5 Year Tips Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 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 20,446 shares of STIP stock, worth $2.1 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
20,446
Previous 20,401
0.22%
Holding current value
$2.1 Million
Previous $2.05 Billion
3.08%
% of portfolio
5.41%
Previous 5.52%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 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$183 Million5.58% of portfolio