Wealthpoint, LLC Ishares Barclays 0 5 Year Tips Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
624Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$391 Million0.94% of portfolio
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Personal Capital Advisors Corp2.47MShares$250 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
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Tiedemann Advisors, LLC1.52MShares$154 Million6.39% of portfolio