Spartan Planning & Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Spartan Planning & Wealth Management
- $112 Million
- Q2 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 48,312 shares of STIP stock, worth $4.98 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
48,312
Previous 59,303
18.53%
Holding current value
$4.98 Million
Previous $6.13 Million
18.91%
% of portfolio
4.44%
Previous 6.18%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
798Shares Held
72.1MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio