Wfa Of San Diego, LLC Ishares Barclays 0 5 Year Tips Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 500 shares of STIP stock, worth $51,750. This represents 0.04% of its overall portfolio holdings.
Number of Shares
500
Previous 520
3.85%
Holding current value
$51,750
Previous $52,000
1.92%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
851Shares Held
77.4MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$222 Million4.4% of portfolio