Lvw Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lvw Advisors, LLC
- $804 Million
- Q4 2024
A detailed history of Lvw Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lvw Advisors, LLC holds 380,738 shares of STIP stock, worth $38.5 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
380,738
Previous 354,325
7.45%
Holding current value
$38.5 Million
Previous $35.9 Million
6.69%
% of portfolio
4.76%
Previous 4.66%
Shares
5 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