Wr Wealth Planners, LLC Ishares Barclays 20+ Year Trea Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,530 shares of TLT stock, worth $355,894. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,530
Previous 3,630
2.75%
Holding current value
$355,894
Previous $343,000
5.83%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding TLT
# of Institutions
1,267Shares Held
400MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$6.03 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.38 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$4.03 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.29 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.67 Billion0.04% of portfolio