Alpha Omega Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Alpha Omega Wealth Management LLC
- $510 Million
- Q1 2025
A detailed history of Alpha Omega Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 24,641 shares of STIP stock, worth $2.54 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
24,641
Previous 24,741
0.4%
Holding current value
$2.54 Million
Previous $2.49 Million
2.37%
% of portfolio
0.5%
Previous 0.48%
Shares
20 transactions
Others Institutions Holding STIP
# of Institutions
688Shares Held
58.1MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio