Whalen Wealth Management Inc. Ishares Barclays 0 5 Year Tips Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 29,060 shares of STIP stock, worth $3.01 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
29,060Holding current value
$3.01 Million% of portfolio
2.01%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
700Shares Held
58.9MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$419 Million0.98% of portfolio
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Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
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Ritholtz Wealth Management1.78MShares$184 Million5.58% of portfolio