Wealth Enhancement & Preservation Of Ga, LLC Ishares Barclays 0 5 Year Tips Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 19, 2022	SELL	$96.11 - $102.85 $2.04 Million - $2.19 Million	-21,258 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$101.26 - $104.65 $2.15 Million - $2.22 Million	21,258 New	21,258 $2.16 Million

Others Institutions Holding STIP

# of Institutions

828

Shares Held

75.2M

Call Options Held

4.5K

Put Options Held

Betterment LLC New York, NY

4.01M
Shares

$415 Million
0.88% of portfolio
Envestnet Asset Management Inc

3.25M
Shares

$336 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$298 Million
0.1% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$256 Million
1.16% of portfolio
Modera Wealth Management, LLC

2.03M
Shares

$210 Million
2.64% of portfolio

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account