Summit Trail Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Summit Trail Advisors, LLC
- $3 Billion
- Q1 2025
A detailed history of Summit Trail Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 79,644 shares of STIP stock, worth $8.24 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
79,644
Previous 43,949
81.22%
Holding current value
$8.24 Million
Previous $4.42 Million
86.38%
% of portfolio
0.27%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
700Shares Held
60.5MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$419 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$184 Million5.58% of portfolio