Aj Wealth Strategies, LLC Ishares Barclays 0 5 Year Tips Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 346,606 shares of STIP stock, worth $35.5 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
346,606
Previous 347,482
0.25%
Holding current value
$35.5 Million
Previous $34.5 Million
1.89%
% of portfolio
1.63%
Previous 1.8%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
676Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$415 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$253 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$194 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio