Kiley Juergens Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History
Kiley Juergens Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 42,218 shares of TLT stock, worth $3.89 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
42,218
Previous 35,792
17.95%
Holding current value
$3.89 Million
Previous $3.51 Million
4.98%
% of portfolio
0.96%
Previous 0.94%
Shares
3 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