Stonehaven Wealth & Tax Solutions, LLC Ishares Barclays 0 5 Year Tips Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $108 Billion
- Q3 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 5,839 shares of STIP stock, worth $600,657. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,839
Previous 5,846
0.12%
Holding current value
$600,657
Previous $602 Million
0.32%
% of portfolio
0.56%
Previous 0.59%
Shares
4 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