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 $8.21 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
79,644
Previous 43,949
81.22%
Holding current value
$8.21 Million
Previous $4.42 Million
86.38%
% of portfolio
0.27%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
798Shares Held
72.1MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio