Topel & Distasi Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,453 shares of STIP stock, worth $662,852. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,453
Previous 6,453
-0.0%
Holding current value
$662,852
Previous $653,000
0.61%
% of portfolio
0.28%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding STIP
# of Institutions
675Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$416 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$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio