Sovereign Financial Group, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Sovereign Financial Group, Inc.
- $426 Million
- Q4 2024
A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,157 shares of STIP stock, worth $425,635. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,157
Previous 3,425
21.37%
Holding current value
$425,635
Previous $347,000
20.46%
% of portfolio
0.1%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
677Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$415 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$253 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$194 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio