Beacon Financial Advisory LLC Ishares Barclays 10 20 Yr Trea Call Options Transaction History

Beacon Financial Advisory LLC

$298 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TLH

# of Institutions

581

Shares Held

89.3M

Call Options Held

74K

Put Options Held

23.7K

Envestnet Asset Management Inc

14.3M
Shares

$1.4 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

9.65M
Shares

$939 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.65M
Shares

$745 Million
15.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$522 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.29M
Shares

$320 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.