Calton & Associates, Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Calton & Associates, Inc.

$204 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$128.96 - $135.64 $73,120 - $76,907	-567 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$134.74 - $137.25 $76,397 - $77,820	567	567 $75,000

Others Institutions Holding TLH

# of Institutions

431

Shares Held

68.1M

Call Options Held

101K

Put Options Held

40.7K

Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.11 Billion
0.11% of portfolio
Forum Financial Management, LP Lombard, IL

7.1M
Shares

$733 Million
14.44% of portfolio
Envestnet Asset Management Inc

4.96M
Shares

$512 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

3.79M
Shares

$391 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.47M
Shares

$357 Million
0.1% 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 Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.