Soltis Investment Advisors LLC Ishares Barclays 0 5 Year Tips Transaction History
Soltis Investment Advisors LLC
- $1.23 Billion
- Q2 2025
A detailed history of Soltis Investment Advisors LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 32,097 shares of STIP stock, worth $3.31 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
32,097
Previous 33,837
5.14%
Holding current value
$3.31 Million
Previous $3.5 Million
5.66%
% of portfolio
0.27%
Previous 0.32%
Shares
23 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio