Fortis Group Advisors, LLC Ishares Barclays Transaction History
Fortis Group Advisors, LLC
- $543 Billion
- Q1 2024
A detailed history of Fortis Group Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 2,725 shares of IEF stock, worth $256,558. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,725
Previous 40,170
93.22%
Holding current value
$256,558
Previous $3.98 Billion
93.52%
% of portfolio
0.05%
Previous 0.99%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
974Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.84 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.41 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.16 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$965 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$900 Million0.63% of portfolio