Fermata Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Fermata Advisors, LLC
- $360 Million
- Q4 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 15,984 shares of TLH stock, worth $1.64 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
15,984
Previous 5,032
217.65%
Holding current value
$1.64 Million
Previous $518,000
216.8%
% of portfolio
0.46%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding TLH
# of Institutions
648Shares Held
114MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio