Trivant Custom Portfolio Group, LLC Ishares Barclays 0 5 Year Tips Transaction History
Trivant Custom Portfolio Group, LLC
- $171 Billion
- Q4 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 53,593 shares of STIP stock, worth $5.49 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
53,593
Previous 52,188
2.69%
Holding current value
$5.49 Million
Previous $5.29 Billion
1.96%
% of portfolio
3.15%
Previous 3.05%
Shares
8 transactions
Others Institutions Holding STIP
# of Institutions
678Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$415 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$253 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$194 Million2.34% of portfolio
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Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio