Summit Financial, LLC Ishares Barclays 0 5 Year Tips Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Summit Financial, LLC holds 5,175 shares of STIP stock, worth $527,850. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,175
Previous 5,175
-0.0%
Holding current value
$527,850
Previous $524,000
0.76%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
671Shares Held
58.7MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$413 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio