Defined Financial Planning LLC Ishares Barclays 10 20 Yr Trea Transaction History
Defined Financial Planning LLC
- $98.7 Billion
- Q1 2025
A detailed history of Defined Financial Planning LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Defined Financial Planning LLC holds 20,465 shares of TLH stock, worth $2.1 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
20,465
Previous 19,797
3.37%
Holding current value
$2.1 Million
Previous $1.97 Billion
8.06%
% of portfolio
2.16%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
556Shares Held
77.8MCall Options Held
50KPut Options Held
36K-
Envestnet Asset Management Inc14.3MShares$1.47 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.11MShares$935 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.65MShares$786 Million15.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$415 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.95MShares$303 Million0.08% of portfolio