Napa Wealth Management Ishares Barclays 10 20 Yr Trea Transaction History
Napa Wealth Management
- $211 Billion
- Q3 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 8,200 shares of TLH stock, worth $812,128. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,200
Previous 6,615
23.96%
Holding current value
$812,128
Previous $679 Million
31.96%
% of portfolio
0.42%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
508Shares Held
63MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$969 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$707 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$382 Million0.1% of portfolio
-
Envestnet Asset Management Inc3.45MShares$341 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.97MShares$294 Million0.09% of portfolio