Verity Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Verity Wealth Advisors holds 13,841 shares of STIP stock, worth $1.4 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
13,841
Previous 13,841
-0.0%
Holding current value
$1.4 Million
Previous $1.38 Million
1.82%
% of portfolio
0.99%
Previous 1.03%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
615Shares Held
54.1MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$392 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$250 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$183 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$159 Million4.7% of portfolio