Verity Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History
Verity Wealth Advisors
- $135 Million
- Q1 2025
A detailed history of Verity Wealth Advisors transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Verity Wealth Advisors holds 13,841 shares of STIP stock, worth $1.42 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
13,841
Previous 13,841
-0.0%
Holding current value
$1.42 Million
Previous $1.39 Million
2.87%
% of portfolio
1.06%
Previous 1.01%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
726Shares 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