Financial Plan, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Financial Plan, Inc. holds 97,695 shares of STIP stock, worth $10 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
97,695Holding current value
$10 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
842Shares Held
80.1MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
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Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
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Modera Wealth Management, LLC2.28MShares$234 Million2.83% of portfolio