Lord & Richards Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 4,615 shares of STIP stock, worth $469,622. This represents 0.98% of its overall portfolio holdings.
Number of Shares
4,615Holding current value
$469,622% of portfolio
0.98%Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
640Shares Held
56.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$394 Million0.94% of portfolio
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Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
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Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio