Vertex Planning Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,953 shares of STIP stock, worth $502,878. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,953
Previous 2,506
97.65%
Holding current value
$502,878
Previous $254 Million
96.24%
% of portfolio
0.11%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
659Shares Held
58MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$251 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$192 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio