Integris Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Integris Wealth Management, LLC
- $358 Billion
- Q3 2024
A detailed history of Integris Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Integris Wealth Management, LLC holds 58,215 shares of STIP stock, worth $5.85 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
58,215
Previous 61,335
5.09%
Holding current value
$5.85 Million
Previous $6.1 Billion
3.34%
% of portfolio
1.65%
Previous 1.76%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$389 Million0.94% of portfolio
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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