Evergreen Private Wealth LLC Ishares Barclays 10 20 Yr Trea Transaction History
Evergreen Private Wealth LLC
- $213 Billion
- Q4 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 68,951 shares of TLH stock, worth $7.21 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
68,951
Previous 41,080
67.85%
Holding current value
$7.21 Million
Previous $4.49 Billion
52.82%
% of portfolio
3.22%
Previous 2.08%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
525Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$953 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$786 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$737 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$422 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$350 Million0.11% of portfolio