Lumature Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 29, 2021	SELL	$146.76 - $153.14 $4,256 - $4,441	-29 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$140.58 - $147.85 $4,076 - $4,287	29 New	29 $4,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$990 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$722 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$390 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$349 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$301 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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