LWS Wealth Advisors, Inc. STIP Holdings History
LWS Wealth Advisors, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 188,959.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $18.63 Mil. This investment constitutes 6.99% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.15% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 11 purchases of STIP, at an average price of $101.77, for a total of 207,635.00 shares. In addition, there have been 5 sales at an average price of $100.77 for 18,676.00 shares. Based on historical transaction data and STIP's current price of $102.94, LWS Wealth Advisors, Inc.'s estimated gain on his STIP holdings is $201,448.45, reflecting a 0.95% gain to date.
LWS Wealth Advisors, Inc. STIP ($102.94) Holding Chart
LWS Wealth Advisors, Inc. 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 % | |||
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