Perfromance Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History
Perfromance Wealth Partners, LLC
- $3.51 Billion
- Q3 2025
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 53,383 shares of STIP stock, worth $5.49 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
53,383
Previous 53,639
0.48%
Holding current value
$5.49 Million
Previous $5.52 Million
0.04%
% of portfolio
0.16%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding STIP
# of Institutions
858Shares Held
79.8MCall 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