Wealthcare Capital Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Wealthcare Capital Management LLC
- $978 Million
- Q3 2024
A detailed history of Wealthcare Capital Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 728,132 shares of STIP stock, worth $73.1 Million. This represents 7.54% of its overall portfolio holdings.
Number of Shares
728,132
Previous 722,916
0.72%
Holding current value
$73.1 Million
Previous $71.9 Million
2.58%
% of portfolio
7.54%
Previous 7.78%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$389 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio