Simplicity Wealth,Llc Ishares Barclays 0 5 Year Tips Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,121 shares of STIP stock, worth $1.25 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,121
Previous 23,184
47.72%
Holding current value
$1.25 Million
Previous $2.39 Million
47.51%
% of portfolio
0.08%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
860Shares Held
79.7MCall 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
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio