Forum Financial Management, LP Ishares Barclays 10 20 Yr Trea Transaction History
Forum Financial Management, LP
- $4.85 Billion
- Q2 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 6,919,708 shares of TLH stock, worth $759 Million. This represents 14.65% of its overall portfolio holdings.
Number of Shares
6,919,708
Previous 7,103,508
2.59%
Holding current value
$759 Million
Previous $746 Million
4.75%
% of portfolio
14.65%
Previous 14.44%
Shares
7 transactions
Others Institutions Holding TLH
# of Institutions
469Shares Held
65.6MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.2 Billion0.1% of portfolio
-
Envestnet Asset Management Inc4.9MShares$538 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$409 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$356 Million0.51% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.19MShares$350 Million0.09% of portfolio