Lvw Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lvw Advisors, LLC
- $771 Million
- Q3 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 354,325 shares of STIP stock, worth $35.7 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
354,325
Previous 326,846
8.41%
Holding current value
$35.7 Million
Previous $32.5 Million
10.4%
% of portfolio
4.66%
Previous 4.82%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio