Copia Wealth Management Ishares Barclays 20+ Year Trea Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Copia Wealth Management holds 1,285 shares of TLT stock, worth $113,504. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,285
Previous 830
54.82%
Holding current value
$113,504
Previous $75.6 Million
50.09%
% of portfolio
0.1%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding TLT
# of Institutions
1,391Shares Held
451MCall Options Held
179MPut Options Held
130M-
Bank Of America Corp Charlotte, NC92.8MShares$8.2 Billion0.7% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.9MShares$3.7 Billion16.61% of portfolio
-
Northwestern Mutual Wealth Management CO38MShares$3.36 Billion2.85% of portfolio
-
Citigroup Inc27.6MShares$2.43 Billion1.32% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA21.2MShares$1.87 Billion0.34% of portfolio