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 $417,080. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,112
Previous 7,986
48.51%
Holding current value
$417,080
Previous $914,000
50.22%
% of portfolio
0.31%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding TLH
# of Institutions
515Shares Held
63.8MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$993 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$724 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$391 Million0.1% of portfolio
-
Envestnet Asset Management Inc3.45MShares$349 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.97MShares$301 Million0.09% of portfolio