Northwest Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Northwest Wealth Management, LLC
- $465 Million
- Q4 2024
A detailed history of Northwest Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 7,839 shares of STIP stock, worth $810,395. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,839
Previous 9,111
13.96%
Holding current value
$810,395
Previous $923,000
14.63%
% of portfolio
0.17%
Previous 0.22%
Shares
29 transactions
Others Institutions Holding STIP
# of Institutions
678Shares Held
57.5MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$419 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$163 Million4.7% of portfolio