Shared Vision Wealth Group LLC Ishares Barclays 10 20 Yr Trea Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 7,510 shares of TLH stock, worth $782,166. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,510
Previous 6,225
20.64%
Holding current value
$782,166
Previous $654 Million
17.97%
% of portfolio
0.45%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
436Shares Held
66.4MCall Options Held
101KPut Options Held
40.7K-
Bank Of America Corp Charlotte, NC10.7MShares$1.12 Billion0.11% of portfolio
-
Forum Financial Management, LP Lombard, IL7.1MShares$740 Million14.44% of portfolio
-
Envestnet Asset Management Inc4.96MShares$517 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$395 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.47MShares$361 Million0.1% of portfolio