Form Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 100,197 shares of TLT stock, worth $8.47 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
100,197Holding current value
$8.47 Million% of portfolio
1.24%Shares
1 transactions
Others Institutions Holding TLT
# of Institutions
1,414Shares Held
456MCall Options Held
179MPut Options Held
130M-
Bank Of America Corp Charlotte, NC92.8MShares$7.85 Billion0.7% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.9MShares$3.54 Billion16.61% of portfolio
-
Northwestern Mutual Wealth Management CO38MShares$3.21 Billion2.85% of portfolio
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Citigroup Inc27.6MShares$2.33 Billion1.32% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA21.2MShares$1.79 Billion0.34% of portfolio