Wealth Plan Investment Management, LLC Ishares Barclays 20+ Year Trea Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 15,412 shares of TLT stock, worth $1.47 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,412
Previous 15,512
0.64%
Holding current value
$1.47 Million
Previous $1.47 Million
3.61%
% of portfolio
0.23%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding TLT
# of Institutions
1,273Shares Held
400MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.72 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.15 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.82 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.12 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.59 Billion0.04% of portfolio