Fermata Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
A detailed history of Fermata Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Fermata Advisors, LLC holds 4,076 shares of TLH stock, worth $411,064. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,076
Previous 3,586
13.66%
Holding current value
$411,064
Previous $369,000
12.2%
% of portfolio
0.12%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
595Shares Held
91.8MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc14.3MShares$1.45 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$974 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.65MShares$772 Million15.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$541 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.29MShares$332 Million0.08% of portfolio