Intergy Private Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 35,845 shares of TLT stock, worth $3.3 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
35,845
Previous 34,675
3.37%
Holding current value
$3.3 Million
Previous $3.4 Million
7.97%
% of portfolio
1.18%
Previous 1.31%
Shares
7 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