Quotient Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 421,365 shares of STIP stock, worth $42.3 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
421,365
Previous 410,143
2.74%
Holding current value
$42.3 Million
Previous $40.8 Billion
4.63%
% of portfolio
1.4%
Previous 1.43%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$389 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio