Warren Averett Asset Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 7,269 shares of STIP stock, worth $747,471. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,269
Previous 7,115
2.16%
Holding current value
$747,471
Previous $715,000
5.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
768Shares Held
67.8MCall 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$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio