Trinity Point Wealth, LLC Ishares Barclays 0 5 Year Tips Transaction History
Trinity Point Wealth, LLC
- $689 Million
- Q4 2024
A detailed history of Trinity Point Wealth, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 3,761 shares of STIP stock, worth $388,360. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,761Holding current value
$388,360% of portfolio
0.05%Shares
10 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
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Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio