Shared Vision Wealth Group LLC Ishares Barclays 0 5 Year Tips Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 10,200 shares of STIP stock, worth $1.05 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
10,200Holding current value
$1.05 Million% of portfolio
0.52%Shares
1 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
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Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio