Surevest, LLC Ishares Barclays 0 5 Year Tips Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Surevest, LLC holds 420 shares of STIP stock, worth $43,205. This represents 0.01% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$43,205
Previous $43,000
6.98%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
858Shares Held
79.7MCall 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