Sowell Financial Services LLC Ishares Barclays 0 5 Year Tips Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 2024
A detailed history of Sowell Financial Services LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Sowell Financial Services LLC holds 10,810 shares of STIP stock, worth $1.11 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,810
Previous 10,403
3.91%
Holding current value
$1.11 Million
Previous $1.05 Million
3.13%
% of portfolio
0.06%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding STIP
# of Institutions
675Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$416 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 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