LVW Advisors, LLC STIP Holdings History
LVW Advisors, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-06-30, LVW Advisors, LLC held 391,145.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $40.25 Mil. This investment constitutes 4.39% of their stock portfolio, and LVW Advisors, LLC now holds 0.32% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2023Q4. And since then LVW Advisors, LLC has made 6 purchases of STIP, at an average price of $98.19, for a total of 398,597.00 shares. In addition, there have been 1 sales at an average price of $102.60 for 7,452.00 shares. Based on historical transaction data and STIP's current price of $102.94, LVW Advisors, LLC's estimated gain on his STIP holdings is $1.89 Mil, reflecting a 4.83% gain to date.
LVW Advisors, LLC STIP ($102.94) Holding Chart
LVW Advisors, LLC STIP ($102.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
