Napa Wealth Management Ishares Barclays 10 20 Yr Trea Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Napa Wealth Management holds 8,200 shares of TLH stock, worth $841,730. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,200
Previous 6,615
23.96%
Holding current value
$841,730
Previous $679 Million
31.96%
% of portfolio
0.42%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
488Shares Held
65MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.12 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$733 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$383 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.45MShares$354 Million0.12% of portfolio
-
Truist Financial Corp3.25MShares$333 Million0.51% of portfolio