True Wealth Design, LLC Tiptree Inc. Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Tiptree Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 18 shares of TIPT stock, worth $318. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18Holding current value
$318% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding TIPT
# of Institutions
152Shares Held
14.7MCall Options Held
10.3KPut Options Held
67.9K-
Dimensional Fund Advisors LP Austin, TX2.27MShares$40.2 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.13MShares$37.7 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.33MShares$23.5 Million0.0% of portfolio
-
Breach Inlet Capital Management, LLC Mt. Pleasant, SC804KShares$14.2 Million9.3% of portfolio
-
Geode Capital Management, LLC Boston, MA581KShares$10.3 Million0.0% of portfolio
About TIPTREE INC.
- Ticker TIPT
- Exchange NASDAQ
- Sector Financial Services
- Industry Insurance—Specialty
- Shares Outstandng 36,307,900
- Market Cap $643M
- Description
- Tiptree Inc., through its subsidiaries, underwrites and administers specialty insurance products primarily in the United States. The company operates in two segments, Insurance and Mortgage. It offers niche commercial and personal lines insurance, credit insurance and collateral protection products, and warranty and service contract products and...