Surevest, LLC Ishares Barclays 0 5 Year Tips Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Surevest, LLC holds 420 shares of STIP stock, worth $42,340. This represents 0.01% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$42,340
Previous $43,000
6.98%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio