Jessup Wealth Management, Inc Ishares Barclays 20+ Year Trea Transaction History

Jessup Wealth Management, Inc

$218 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	BUY	$100.28 - $108.53 $4.51 Million - $4.88 Million	44,970 New	44,970 $4.63 Billion

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.08 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.75 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.06 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.56 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jessup Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jessup Wealth Management, Inc with notifications on news.