Apex Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 2025
A detailed history of Apex Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Apex Wealth Management, LLC holds 5,071 shares of TLH stock, worth $531,288. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,071Holding current value
$531,288% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
635Shares Held
106MCall Options Held
59.2KPut Options Held
14.7K-
Envestnet Asset Management Inc19.2MShares$2.01 Billion0.6% of portfolio
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Bank Of America Corp Charlotte, NC9.8MShares$1.03 Billion0.07% of portfolio
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Forum Financial Management, LP Lombard, IL8.01MShares$839 Million12.82% of portfolio
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Lpl Financial LLC Fort Mill, SC7.09MShares$743 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA3.49MShares$365 Million0.08% of portfolio