Destination Wealth Management Ishares Barclays 10 20 Yr Trea Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Destination Wealth Management holds 791,228 shares of TLH stock, worth $82.9 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
791,228
              Previous 779,335
              
        
           1.53%
        
      
          
        Holding current value
$82.9 Million
            Previous $80.9 Million
            
        
           0.58%
        
      
          
        % of portfolio
2.44%
            Previous 2.57%
          
        Shares
	  7 transactions
	
  Others Institutions Holding TLH
# of Institutions
634Shares Held
106MCall Options Held
59.2KPut Options Held
14.7K- 
    
      Envestnet Asset Management Inc19.2MShares$2.01 Billion0.6% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC9.8MShares$1.03 Billion0.07% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL8.01MShares$839 Million12.82% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC7.09MShares$743 Million0.25% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA3.49MShares$365 Million0.08% of portfolio