Diversify Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 11,877 shares of TLT stock, worth $1.05 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,877
Previous 12,386
4.11%
Holding current value
$1.05 Million
Previous $1.22 Billion
10.64%
% of portfolio
0.11%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding TLT
# of Institutions
1,354Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$8.62 Billion0.81% of portfolio
-
Rafferty Asset Management, LLC New York, NY47.2MShares$4.17 Billion16.02% of portfolio
-
Morgan Stanley New York, NY39.2MShares$3.46 Billion0.28% of portfolio
-
Northwestern Mutual Wealth Management CO36MShares$3.18 Billion3.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.48 Billion0.29% of portfolio