Core Wealth Partners LLC Ishares Barclays 0 5 Year Tips Transaction History
Core Wealth Partners LLC
- $174 Billion
- Q4 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 $355,331. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,468
Previous 3,468
-0.0%
Holding current value
$355,331
Previous $351 Million
0.71%
% of portfolio
0.2%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
678Shares 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