Avaii Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 46,484 shares of TLH stock, worth $4.79 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
46,484
Previous 42,304
9.88%
Holding current value
$4.79 Million
Previous $4.58 Million
6.62%
% of portfolio
2.9%
Previous 3.01%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
431Shares Held
68.1MCall Options Held
101KPut Options Held
40.7K-
Bank Of America Corp Charlotte, NC10.7MShares$1.11 Billion0.11% of portfolio
-
Forum Financial Management, LP Lombard, IL7.1MShares$733 Million14.44% of portfolio
-
Envestnet Asset Management Inc4.96MShares$512 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$391 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.47MShares$357 Million0.1% of portfolio