West Wealth Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
West Wealth Group, LLC
- $367 Million
- Q2 2025
A detailed history of West Wealth Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, West Wealth Group, LLC holds 7,197 shares of STIP stock, worth $743,162. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,197
Previous 2,793
157.68%
Holding current value
$743,162
Previous $288,000
156.94%
% of portfolio
0.2%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio