Icon Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 42,749 shares of TLH stock, worth $4.66 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
42,749
Previous 44,170
3.22%
Holding current value
$4.66 Million
Previous $4.64 Million
5.37%
% of portfolio
0.38%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
468Shares Held
65.5MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.19 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$754 Million14.65% of portfolio
-
Envestnet Asset Management Inc4.9MShares$534 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$406 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$354 Million0.51% of portfolio