Core Wealth Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Core Wealth Partners LLC
- $218 Billion
- Q3 2025
A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,468 shares of STIP stock, worth $356,753. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,468
Previous 3,468
-0.0%
Holding current value
$356,753
Previous $357 Million
0.44%
% of portfolio
0.16%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
858Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio