Evergreen Private Wealth LLC Ishares Barclays 10 20 Yr Trea Transaction History
Evergreen Private Wealth LLC
- $203 Billion
- Q2 2024
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 40,666 shares of TLH stock, worth $4.43 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
40,666
Previous 40,932
0.65%
Holding current value
$4.43 Million
Previous $4.3 Billion
2.85%
% of portfolio
2.06%
Previous 2.15%
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
469Shares Held
65.6MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.19 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$754 Million14.65% of portfolio
-
Envestnet Asset Management Inc4.9MShares$534 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$406 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$354 Million0.51% of portfolio