Heartwood Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 88,387 shares of TLT stock, worth $8.14 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
88,387
Previous 88,454
0.08%
Holding current value
$8.14 Million
Previous $8.68 Million
11.05%
% of portfolio
0.88%
Previous 0.97%
Shares
5 transactions
Others Institutions Holding TLT
# of Institutions
1,426Shares Held
412MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.3 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.85 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.47 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.9 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.53 Billion0.04% of portfolio