Fermata Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
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 2,564 shares of TLH stock, worth $261,784. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,564
Previous 2,333
9.9%
Holding current value
$261,784
Previous $239,000
17.15%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
506Shares Held
63.3MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$999 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$729 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$394 Million0.1% of portfolio
-
Envestnet Asset Management Inc3.45MShares$352 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.97MShares$303 Million0.09% of portfolio