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

556

Shares Held

77.8M

Call Options Held

50K

Put Options Held

36K

Envestnet Asset Management Inc

14.3M
Shares

$1.47 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

9.11M
Shares

$935 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.65M
Shares

$786 Million
15.03% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$415 Million
0.09% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.95M
Shares

$303 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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