Curio Wealth, LLC Ishares Barclays 0 5 Year Tips Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Curio Wealth, LLC holds 54 shares of STIP stock, worth $5,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,489

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$100.24 - $101.35 $5,412 - $5,472	54 New	54 $5.43 Million

Others Institutions Holding STIP

# of Institutions

666

Shares Held

58.2M

Call Options Held

33.5K

Put Options Held

Betterment LLC New York, NY

3.87M
Shares

$393 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$251 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.89M
Shares

$193 Million
2.34% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$184 Million
0.0% of portfolio
Ritholtz Wealth Management

1.57M
Shares

$160 Million
4.7% of portfolio

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About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

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