Carson Allaria Wealth Management, Ltd. Ishares Barclays 10 20 Yr Trea Transaction History
Carson Allaria Wealth Management, Ltd.
- $185 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding TLH
# of Institutions
634Shares Held
106MCall Options Held
59.2KPut Options Held
14.7K- 
    
      Envestnet Asset Management Inc19.2MShares$2.01 Billion0.6% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC9.8MShares$1.03 Billion0.07% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL8.01MShares$839 Million12.82% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC7.09MShares$743 Million0.25% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA3.49MShares$365 Million0.08% of portfolio