Fortitude Advisory Group L.L.C. Ishares Barclays 0 5 Year Tips Transaction History
Fortitude Advisory Group L.L.C.
- $167 Million
 - Q2 2025
 
Shares
	  3 transactions
	
  Others Institutions Holding STIP
# of Institutions
851Shares Held
77.4MCall Options Held
4.5KPut Options Held
0- 
    
      Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
 - 
    
      Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
 - 
    
      Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
 - 
    
      Ritholtz Wealth Management2.15MShares$222 Million4.4% of portfolio