Gradient Investments LLC Ishares Barclays 10 20 Yr Trea Call Options Transaction History

Gradient Investments LLC

$3.96 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TLH

# of Institutions

537

Shares Held

64.4M

Call Options Held

50K

Put Options Held

36K

Bank Of America Corp Charlotte, NC

9.11M
Shares

$915 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.52M
Shares

$755 Million
14.81% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$406 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$336 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.95M
Shares

$296 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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