5 T Wealth, LLC Ishares Barclays 10 20 Yr Trea Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, 5 T Wealth, LLC holds 29,262 shares of TLH stock, worth $3.06 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

29,262

Holding current value

$3.06 Million

% of portfolio

1.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$99.04 - $109.59 $2.9 Million - $3.21 Million	29,262 New	29,262 $2.91 Billion

Others Institutions Holding TLH

# of Institutions

525

Shares Held

68.1M

Call Options Held

50K

Put Options Held

36K

Bank Of America Corp Charlotte, NC

9.11M
Shares

$953 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.52M
Shares

$786 Million
14.81% of portfolio
Demars Financial Group, LLC

7.05M
Shares

$737 Million
2.28% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$422 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$350 Million
0.11% of portfolio

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

More about TLH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account