Portside Wealth Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Portside Wealth Group, LLC
- $726 Billion
- Q3 2025
A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Portside Wealth Group, LLC holds 38,673 shares of STIP stock, worth $3.98 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
38,673
Previous 36,395
6.26%
Holding current value
$3.98 Million
Previous $3.75 Billion
6.73%
% of portfolio
0.55%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding STIP
# of Institutions
860Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio