Resource Planning Group Ishares Barclays 0 5 Year Tips Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Resource Planning Group holds 35,695 shares of STIP stock, worth $3.69 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
35,695
Previous 40,060
10.9%
Holding current value
$3.69 Million
Previous $3.88 Million
9.35%
% of portfolio
2.23%
Previous 3.26%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$210 Million2.64% of portfolio