Sovereign Financial Group, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Sovereign Financial Group, Inc.
- $421 Million
- Q3 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 3,425 shares of STIP stock, worth $345,342. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,425
Previous 4,227
18.97%
Holding current value
$345,342
Previous $420,000
17.38%
% of portfolio
0.08%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio