Core Wealth Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
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 $349,296. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,468
Previous 3,468
-0.0%
Holding current value
$349,296
Previous $345 Million
0.06%
% of portfolio
0.24%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
624Shares Held
54.3MCall Options Held
98.5KPut Options Held
3.2K-
Betterment LLC New York, NY3.37MShares$340 Million0.87% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$160 Million0.01% of portfolio