Mount Yale Investment Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,546 shares of STIP stock, worth $570,517. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,546
Previous 5,895
5.92%
Holding current value
$570,517
Previous $606,000
5.45%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
849Shares Held
79.9MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio