Diversify Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,957 shares of STIP stock, worth $397,282. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,957
Previous 4,700
15.81%
Holding current value
$397,282
Previous $470 Million
15.18%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$388 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio