Warren Averett Asset Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 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 7,432 shares of STIP stock, worth $766,610. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,432
Previous 7,269
2.24%
Holding current value
$766,610
Previous $752,000
1.6%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$413 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio