Ever Source Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 546 shares of TLH stock, worth $55,358. This represents 0.0% of its overall portfolio holdings.
Number of Shares
546
Previous 104
425.0%
Holding current value
$55,358
Previous $10,000
470.0%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding TLH
# of Institutions
430Shares Held
68.1MCall Options Held
101KPut Options Held
40.7K-
Bank Of America Corp Charlotte, NC10.7MShares$1.09 Billion0.11% of portfolio
-
Forum Financial Management, LP Lombard, IL7.1MShares$720 Million14.44% of portfolio
-
Envestnet Asset Management Inc4.96MShares$503 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$385 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.47MShares$351 Million0.1% of portfolio