Fortis Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Fortis Advisors, LLC
- $129 Million
- Q1 2025
A detailed history of Fortis Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Fortis Advisors, LLC holds 25,052 shares of STIP stock, worth $2.58 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
25,052
Previous 25,017
0.14%
Holding current value
$2.58 Million
Previous $2.52 Million
3.02%
% of portfolio
2.0%
Previous 1.96%
Shares
30 transactions
Others Institutions Holding STIP
# of Institutions
687Shares Held
58.2MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 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$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio