Live Oak Private Wealth LLC Ishares Barclays 20+ Year Trea Transaction History

Live Oak Private Wealth LLC

$593 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	BUY	$133.92 - $157.54 $441,935 - $519,882	3,300 New	3,300 $447,000

Others Institutions Holding TLT

# of Institutions

1,355

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$9.08 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.39 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.64 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.35 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.56 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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