Defined Financial Planning LLC Ishares Barclays 10 20 Yr Trea Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
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 19,797 shares of TLH stock, worth $1.99 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
19,797Holding current value
$1.99 Million% of portfolio
2.1%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
523Shares Held
67.9MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$916 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.37MShares$741 Million14.78% of portfolio
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Demars Financial Group, LLC7.05MShares$708 Million2.28% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$406 Million0.09% of portfolio
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Envestnet Asset Management Inc3.35MShares$336 Million0.11% of portfolio