Dougherty Wealth Advisers LLC Ishares Barclays 20+ Year Trea Transaction History
Dougherty Wealth Advisers LLC
- $114 Million
- Q2 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 7 shares of TLT stock, worth $683. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7
Previous 7
-0.0%
Holding current value
$683
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TLT
# of Institutions
1,270Shares Held
401MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.84 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.25 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.9 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.19 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.62 Billion0.04% of portfolio