Sensible Financial Planning & Management, Llc. Ishares Barclays 0 5 Year Tips Transaction History
Sensible Financial Planning & Management, Llc.
- $482 Million
- Q4 2024
A detailed history of Sensible Financial Planning & Management, Llc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 211,444 shares of STIP stock, worth $21.5 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
211,444
Previous 202,099
4.62%
Holding current value
$21.5 Million
Previous $20.5 Million
3.88%
% of portfolio
4.41%
Previous 4.04%
Shares
30 transactions
Others Institutions Holding STIP
# of Institutions
670Shares Held
58.7MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$413 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio