Kingswood Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,679 shares of TLT stock, worth $1.78 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,679
Previous 3,053
511.82%
Holding current value
$1.78 Million
Previous $289 Million
493.42%
% of portfolio
0.15%
Previous 0.03%
Shares
4 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