Fortitude Advisory Group L.L.C. Ishares Barclays Transaction History
Fortitude Advisory Group L.L.C.
- $167 Million
- Q2 2025
A detailed history of Fortitude Advisory Group L.L.C. transactions in Ishares Barclays stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 23,933 shares of IEF stock, worth $2.29 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
23,933
Previous 25,004
4.28%
Holding current value
$2.29 Million
Previous $2.38 Million
3.86%
% of portfolio
1.37%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding IEF
# of Institutions
1,155Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.26 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.69 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio