Dynasty Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 473,409 shares of TLH stock, worth $49.6 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
473,409
              Previous 270,388
              
        
           75.09%
        
      
          
        Holding current value
$49.6 Million
            Previous $27.5 Billion
            
        
           77.48%
        
      
          
        % of portfolio
0.65%
            Previous 0.47%
          
        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