Ever Source Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 405 shares of TLH stock, worth $40,662. This represents 0.0% of its overall portfolio holdings.
Number of Shares
405
Previous 471
14.01%
Holding current value
$40,662
Previous $51,000
21.57%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding TLH
# of Institutions
544Shares Held
64.7MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$915 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$755 Million14.81% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$406 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$336 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.95MShares$296 Million0.08% of portfolio