Potomac Fund Management Inc /Adv Ishares Barclays 0 5 Year Tips Transaction History
Potomac Fund Management Inc /Adv
- $97.4 Billion
- Q1 2025
A detailed history of Potomac Fund Management Inc /Adv transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Potomac Fund Management Inc /Adv holds 5,209 shares of STIP stock, worth $536,735. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,209
Previous 6,026
13.56%
Holding current value
$536,735
Previous $606 Million
11.74%
% of portfolio
0.55%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
805Shares Held
72.4MCall 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