Icon Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 44,170 shares of TLH stock, worth $4.48 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
44,170
Previous 45,581
3.1%
Holding current value
$4.48 Million
Previous $4.93 Million
5.98%
% of portfolio
0.43%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
430Shares Held
68.1MCall Options Held
101KPut Options Held
40.7K-
Bank Of America Corp Charlotte, NC10.7MShares$1.09 Billion0.11% of portfolio
-
Forum Financial Management, LP Lombard, IL7.1MShares$720 Million14.44% of portfolio
-
Envestnet Asset Management Inc4.96MShares$503 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$385 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.47MShares$351 Million0.1% of portfolio