Straight Path Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 51,825 shares of STIP stock, worth $5.35 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
51,825
Previous 48,695
6.43%
Holding current value
$5.35 Million
Previous $5.04 Million
5.86%
% of portfolio
2.04%
Previous 2.31%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$413 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$297 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