Toth Financial Advisory Corp Ishares Barclays 0 5 Year Tips Transaction History
Toth Financial Advisory Corp
- $817 Million
- Q4 2024
A detailed history of Toth Financial Advisory Corp transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Toth Financial Advisory Corp holds 3,500 shares of STIP stock, worth $353,640. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,500
Previous 3,785
7.53%
Holding current value
$353,640
Previous $383,000
8.09%
% of portfolio
0.04%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding STIP
# of Institutions
614Shares Held
54MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$391 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$250 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$159 Million4.7% of portfolio