Wingate Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 2,205 shares of STIP stock, worth $226,828. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,205
Previous 2,290
3.71%
Holding current value
$226,828
Previous $236 Million
3.32%
% of portfolio
0.16%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
857Shares 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