Moulton Wealth Management, Inc Ishares Barclays 20+ Year Trea Transaction History
Moulton Wealth Management, Inc
- $118 Million
- Q3 2024
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 30,886 shares of TLT stock, worth $2.73 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
30,886Holding current value
$2.73 Million% of portfolio
2.57%Shares
17 transactions
Others Institutions Holding TLT
# of Institutions
1,354Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$8.62 Billion0.81% of portfolio
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Rafferty Asset Management, LLC New York, NY47.2MShares$4.17 Billion16.02% of portfolio
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Morgan Stanley New York, NY39.2MShares$3.46 Billion0.28% of portfolio
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Northwestern Mutual Wealth Management CO36MShares$3.18 Billion3.15% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.48 Billion0.29% of portfolio