Fonville Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 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 $473,853. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,700
Previous 4,700
-0.0%
Holding current value
$473,853
Previous $445 Million
3.0%
% of portfolio
0.17%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding TLT
# of Institutions
1,267Shares Held
400MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$6.03 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.38 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$4.03 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.29 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.67 Billion0.04% of portfolio