Halpern Financial, Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Halpern Financial, Inc. holds 44 shares of TLH stock, worth $4,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,698

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$100.75 - $111.62 $4,433 - $4,911	44 New	44 $4.79 Million

Others Institutions Holding TLH

# of Institutions

469

Shares Held

65.5M

Call Options Held

27.5K

Put Options Held

18.1K

Bank Of America Corp Charlotte, NC

11M
Shares

$1.17 Billion
0.1% of portfolio
Forum Financial Management, LP Lombard, IL

6.92M
Shares

$739 Million
14.65% of portfolio
Envestnet Asset Management Inc

4.9M
Shares

$523 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

3.73M
Shares

$398 Million
0.09% of portfolio
Truist Financial Corp

3.25M
Shares

$347 Million
0.51% of portfolio

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
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Halpern Financial, Inc. Ishares Barclays 10 20 Yr Trea Transaction History