Synergy Asset Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Synergy Asset Management, LLC
- $776 Million
- Q1 2025
A detailed history of Synergy Asset Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Synergy Asset Management, LLC holds 31,126 shares of STIP stock, worth $3.2 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
31,126
Previous 2
1556200.0%
Holding current value
$3.2 Million
Previous $0
Infinity%
% of portfolio
0.42%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio