Napa Wealth Management Ishares Barclays 10 20 Yr Trea Transaction History

Napa Wealth Management

$148 Billion
Q2 2024

A detailed history of Napa Wealth Management transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Napa Wealth Management holds 6,615 shares of TLH stock, worth $733,272. This represents 0.46% of its overall portfolio holdings.

Number of Shares

6,615

Holding current value

$733,272

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$98.66 - $105.11 $652,635 - $695,302	6,615 New	6,615 $679 Million

Others Institutions Holding TLH

# of Institutions

467

Shares Held

65.5M

Call Options Held

27.5K

Put Options Held

18.1K

Bank Of America Corp Charlotte, NC

11M
Shares

$1.21 Billion
0.1% of portfolio
Forum Financial Management, LP Lombard, IL

6.92M
Shares

$767 Million
14.65% of portfolio
Envestnet Asset Management Inc

4.9M
Shares

$543 Million
0.18% of portfolio
Wells Fargo & Company San Francisco, CA

3.73M
Shares

$413 Million
0.09% of portfolio
Truist Financial Corp

3.25M
Shares

$360 Million
0.51% of portfolio

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

More about TLH

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Napa Wealth Management Ishares Barclays 10 20 Yr Trea Transaction History