Forthright Family Wealth Advisory LLC Ishares Tr Tips Bd ETF Transaction History
Forthright Family Wealth Advisory LLC
- $149 Billion
- Q1 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 13,604 shares of TIP stock, worth $1.45 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
13,604
Previous 12,510
8.75%
Holding current value
$1.45 Million
Previous $1.34 Billion
8.66%
% of portfolio
0.98%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding TIP
# of Institutions
1,131Shares Held
118MCall Options Held
435KPut Options Held
167K-
Black Rock Inc. New York, NY34.6MShares$3.69 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12MShares$1.28 Billion0.12% of portfolio
-
Morgan Stanley New York, NY4.66MShares$497 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY3.71MShares$396 Million0.04% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.51MShares$375 Million0.09% of portfolio