Continuum Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Continuum Wealth Advisors, LLC

  • $157 Million
  • Q4 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 7,977 shares of STIP stock, worth $815,249. This represents 0.51% of its overall portfolio holdings.

Number of Shares
7,977
Previous 8,002 0.31%
Holding current value
$815,249
Previous $810,000 0.99%
% of portfolio
0.51%
Previous 0.51%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$100.24 - $101.35 $2,506 - $2,533
-25 Reduced 0.31%
7,977 $802,000
Q3 2024

Oct 18, 2024
SELL
$98.99 - $101.51 $13,957 - $14,312
-141 Reduced 1.73%
8,002 $810,000
Q2 2024

Jul 23, 2024
SELL
$98.69 - $99.57 $3,651 - $3,684
-37 Reduced 0.45%
8,143 $810,000
Q1 2024

May 20, 2024
SELL
$98.36 - $99.47 $61,376 - $62,069
-624 Reduced 7.09%
8,180 $813,000
Q4 2023

Jan 31, 2024
SELL
$96.33 - $98.68 $21,577 - $22,104
-224 Reduced 2.48%
8,804 $867,000
Q3 2023

Oct 25, 2023
SELL
$96.73 - $97.56 $42,367 - $42,731
-438 Reduced 4.63%
9,028 $874,000
Q2 2023

Jul 27, 2023
SELL
$97.43 - $99.5 $32,151 - $32,835
-330 Reduced 3.37%
9,466 $923,000
Q1 2023

May 15, 2023
SELL
$96.86 - $99.23 $1.55 Million - $1.59 Million
-15,988 Reduced 62.01%
9,796 $972,000
Q4 2022

Mar 01, 2023
BUY
$96.57 - $98.11 $2.49 Million - $2.53 Million
25,784 New
25,784 $2.5 Billion

Others Institutions Holding STIP

# of Institutions
672
Shares Held
58.7M
Call Options Held
22.7K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email