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 $2.07 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
20,465
Previous 19,797
3.37%
Holding current value
$2.07 Million
Previous $1.97 Billion
8.06%
% of portfolio
2.16%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
584Shares Held
89.8MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc14.3MShares$1.45 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$978 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.65MShares$775 Million15.03% of portfolio
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Lpl Financial LLC Fort Mill, SC5.36MShares$543 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.29MShares$333 Million0.08% of portfolio