Beacon Financial Advisory LLC Ishares Barclays 20+ Year Trea Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 3,754 shares of TLT stock, worth $352,387. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,754
Previous 4,500
16.58%
Holding current value
$352,387
Previous $425,000
19.06%
% of portfolio
0.14%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding TLT
# of Institutions
1,295Shares Held
402MCall Options Held
120MPut Options Held
93.7M-
Bank Of America Corp Charlotte, NC59.8MShares$5.62 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.08 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.75 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.06 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.56 Billion0.04% of portfolio