Iams Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,690 shares of TLH stock, worth $380,586. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,690
Previous 3,262
13.12%
Holding current value
$380,586
Previous $325 Million
17.91%
% of portfolio
0.18%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
530Shares Held
68.4MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$940 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$775 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$727 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$417 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$345 Million0.11% of portfolio