Private Wealth Management Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 8,775 shares of STIP stock, worth $905,141. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,775
Previous 8,783
0.09%
Holding current value
$905,141
Previous $909 Million
0.63%
% of portfolio
0.3%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$413 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio