First Purpose Wealth LLC Ishares Barclays 20+ Year Trea Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,015 shares of TLT stock, worth $619,494. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,015
Previous 13,526
48.14%
Holding current value
$619,494
Previous $1.34 Million
50.41%
% of portfolio
0.24%
Previous 0.52%
Shares
8 transactions
Others Institutions Holding TLT
# of Institutions
1,354Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$8.62 Billion0.81% of portfolio
-
Rafferty Asset Management, LLC New York, NY47.2MShares$4.17 Billion16.02% of portfolio
-
Morgan Stanley New York, NY39.2MShares$3.46 Billion0.28% of portfolio
-
Northwestern Mutual Wealth Management CO36MShares$3.18 Billion3.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.48 Billion0.29% of portfolio