Straight Path Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
A detailed history of Straight Path Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Straight Path Wealth Management holds 57,504 shares of STIP stock, worth $5.92 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
57,504
Previous 51,825
10.96%
Holding current value
$5.92 Million
Previous $5.33 Million
11.44%
% of portfolio
1.59%
Previous 2.04%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
859Shares 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
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio