Kingswood Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,599 shares of TLH stock, worth $1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,599Holding current value
$1 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
508Shares Held
62.9MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$1.02 Billion0.09% of portfolio
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Forum Financial Management, LP Lombard, IL7.14MShares$745 Million14.89% of portfolio
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Wells Fargo & Company San Francisco, CA3.86MShares$403 Million0.1% of portfolio
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Envestnet Asset Management Inc3.45MShares$360 Million0.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.97MShares$310 Million0.09% of portfolio