Fonville Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Fonville Wealth Management LLC holds 4,700 shares of TLT stock, worth $425,303. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,700
Previous 4,700
-0.0%
Holding current value
$425,303
Previous $431 Million
6.89%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding TLT
# of Institutions
1,356Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$8.83 Billion0.81% of portfolio
-
Rafferty Asset Management, LLC New York, NY47.2MShares$4.27 Billion16.02% of portfolio
-
Morgan Stanley New York, NY39.2MShares$3.54 Billion0.28% of portfolio
-
Northwestern Mutual Wealth Management CO36MShares$3.25 Billion3.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.52 Billion0.29% of portfolio