Certus Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Certus Wealth Management, LLC
- $149 Million
- Q2 2025
A detailed history of Certus Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Certus Wealth Management, LLC holds 24,889 shares of TLH stock, worth $2.51 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
24,889
Previous 18,963
31.25%
Holding current value
$2.51 Million
Previous $1.97 Million
28.52%
% of portfolio
1.7%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
605Shares Held
101MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc19.2MShares$1.94 Billion0.6% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$975 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.88MShares$796 Million13.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.09MShares$716 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA3.29MShares$332 Million0.08% of portfolio