Spartan Planning & Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
A detailed history of Spartan Planning & Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 59,303 shares of STIP stock, worth $6.13 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
59,303Holding current value
$6.13 Million% of portfolio
6.18%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
685Shares Held
57.7MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$419 Million0.98% of portfolio
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Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
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Ritholtz Wealth Management1.57MShares$163 Million4.7% of portfolio