Private Wealth Management Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Private Wealth Management Group, LLC
- $363 Billion
- Q3 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 8,807 shares of STIP stock, worth $905,976. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,807
Previous 8,775
0.36%
Holding current value
$905,976
Previous $903 Million
0.8%
% of portfolio
0.25%
Previous 0.3%
Shares
7 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