Hhm Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$108.81 - $116.4 $31,554 - $33,756	-290 Reduced 40.22%	431 $47,000
Q1 2023 May 02, 2023	BUY	$106.93 - $116.34 $77,096 - $83,881	721 New	721 $82,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$980 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$715 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$386 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$345 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$298 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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