Capital Asset Advisory Services LLC Ishares Barclays 10 20 Yr Trea Transaction History
Capital Asset Advisory Services LLC
- $1.94 Billion
- Q1 2025
Shares
7 transactions
Others Institutions Holding TLH
# of Institutions
583Shares Held
89.3MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc14.3MShares$1.42 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$956 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.65MShares$758 Million15.03% of portfolio
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Lpl Financial LLC Fort Mill, SC5.36MShares$531 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA3.29MShares$326 Million0.08% of portfolio