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 $1.01 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,599Holding current value
$1.01 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
478Shares Held
65.8MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.15 Billion0.1% of portfolio
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Forum Financial Management, LP Lombard, IL6.92MShares$730 Million14.65% of portfolio
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Envestnet Asset Management Inc4.9MShares$517 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA3.73MShares$393 Million0.09% of portfolio
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Truist Financial Corp3.25MShares$342 Million0.51% of portfolio