Forum Financial Management, LP Ishares Barclays 10 20 Yr Trea Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Forum Financial Management, LP holds 7,518,329 shares of TLH stock, worth $771 Million. This represents 14.81% of its overall portfolio holdings.
Number of Shares
7,518,329
Previous 7,373,125
1.97%
Holding current value
$771 Million
Previous $734 Million
1.97%
% of portfolio
14.81%
Previous 14.78%
Shares
10 transactions
Others Institutions Holding TLH
# of Institutions
526Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$935 Million0.08% of portfolio
-
Demars Financial Group, LLC7.05MShares$723 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$414 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$343 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.95MShares$303 Million0.08% of portfolio