Asset Planning,Inc Ishares Barclays 10 20 Yr Trea Transaction History

Asset Planning,Inc

$131 Billion
Q4 2024

A detailed history of Asset Planning,Inc transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Asset Planning,Inc holds 754 shares of TLH stock, worth $75,935. This represents 0.06% of its overall portfolio holdings.

Number of Shares

754

Holding current value

$75,935

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$99.04 - $109.59 $74,676 - $82,630	754 New	754 $75 Million

Others Institutions Holding TLH

# of Institutions

536

Shares Held

69.2M

Call Options Held

50K

Put Options Held

36K

Bank Of America Corp Charlotte, NC

9.11M
Shares

$918 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.52M
Shares

$757 Million
14.81% of portfolio
Demars Financial Group, LLC

7.05M
Shares

$710 Million
2.28% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$407 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$337 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 Asset Planning,Inc, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning,Inc with notifications on news.

Account