Pb Mares Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Pb Mares Wealth Management LLC
- $492 Million
- Q1 2025
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 4,921 shares of STIP stock, worth $506,272. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,921
Previous 5,570
11.65%
Holding current value
$506,272
Previous $560,000
9.11%
% of portfolio
0.1%
Previous 0.12%
Shares
22 transactions
Others Institutions Holding STIP
# of Institutions
690Shares Held
58.2MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio