Lws Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 188,959 shares of STIP stock, worth $19.6 Million. This represents 7.29% of its overall portfolio holdings.
Number of Shares
188,959
Previous 176,611
6.99%
Holding current value
$19.6 Million
Previous $17.1 Million
8.83%
% of portfolio
7.29%
Previous 7.79%
Shares
17 transactions
Others Institutions Holding STIP
# of Institutions
839Shares Held
76.5MCall 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
-
Modera Wealth Management, LLC2.03MShares$210 Million2.64% of portfolio