Liberty Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 2024
A detailed history of Liberty Wealth Management LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Liberty Wealth Management LLC holds 247,405 shares of TLT stock, worth $23.2 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
247,405
Previous 70,161
252.62%
Holding current value
$23.2 Million
Previous $6.65 Million
5.11%
% of portfolio
1.16%
Previous 1.3%
Shares
21 transactions
Others Institutions Holding TLT
# of Institutions
1,295Shares Held
402MCall Options Held
120MPut Options Held
93.7M-
Bank Of America Corp Charlotte, NC59.8MShares$5.62 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.08 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.75 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.06 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.56 Billion0.04% of portfolio