Unique Wealth Strategies, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Unique Wealth Strategies, LLC

$213 Billion
Q2 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$98.66 - $105.11 $0 - $0	0 New	0 $8,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

62.9M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$998 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$728 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$394 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$352 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$303 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth Strategies, LLC with notifications on news.