Vertex Planning Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,506 shares of STIP stock, worth $251,602. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,506
Previous 2,723
7.97%
Holding current value
$251,602
Previous $271 Million
6.28%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$388 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio