Bms Financial Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 4,112 shares of TLH stock, worth $416,956. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,112
Previous 7,986
48.51%
Holding current value
$416,956
Previous $914,000
50.22%
% of portfolio
0.31%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding TLH
# of Institutions
526Shares Held
69MCall Options Held
50KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC9.11MShares$924 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.37MShares$748 Million14.78% of portfolio
-
Demars Financial Group, LLC7.05MShares$714 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$410 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$339 Million0.11% of portfolio