Spectrum Planning & Advisory Services Inc. Ishares Barclays 0 5 Year Tips Transaction History
Spectrum Planning & Advisory Services Inc.
- $148 Million
- Q3 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 2,629 shares of STIP stock, worth $270,445. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,629
Previous 2,750
4.4%
Holding current value
$270,445
Previous $283,000
4.24%
% of portfolio
0.18%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
860Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio