Baker Tilly Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Baker Tilly Wealth Management, LLC
- $220 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
508Shares Held
63MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$980 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$715 Million14.89% of portfolio
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Wells Fargo & Company San Francisco, CA3.86MShares$386 Million0.1% of portfolio
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Envestnet Asset Management Inc3.45MShares$345 Million0.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.97MShares$298 Million0.09% of portfolio