Tcfg Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 3,094 shares of STIP stock, worth $319,517. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,094
Previous 3,048
1.51%
Holding current value
$319,517
Previous $315 Million
0.98%
% of portfolio
0.14%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio