Ever Source Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 2,540 shares of TLH stock, worth $266,115. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,540
Previous 2,323
9.34%
Holding current value
$266,115
Previous $241,000
7.05%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding TLH
# of Institutions
621Shares Held
105MCall 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, IL7.88MShares$826 Million13.9% 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