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 $3.67 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
35,695
Previous 40,060
10.9%
Holding current value
$3.67 Million
Previous $3.88 Million
9.35%
% of portfolio
2.23%
Previous 3.26%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
675Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$416 Million0.98% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio