Wfa Of San Diego, LLC Ishares Barclays 0 5 Year Tips Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
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 520 shares of STIP stock, worth $53,409. This represents 0.04% of its overall portfolio holdings.
Number of Shares
520
Previous 470
10.64%
Holding current value
$53,409
Previous $46,000
13.04%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
726Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio