Shared Vision Wealth Group LLC Ishares Barclays 10 20 Yr Trea Put Options Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TLH

# of Institutions

583

Shares Held

89.3M

Call Options Held

74K

Put Options Held

23.7K

Envestnet Asset Management Inc

14.3M
Shares

$1.42 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

9.65M
Shares

$956 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.65M
Shares

$758 Million
15.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$531 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.29M
Shares

$326 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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