Octavia Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Octavia Wealth Advisors, LLC

$871 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	$97.25 - $104.79 $7.64 Million - $8.23 Million	78,532 New	78,532 $8.1 Million

Others Institutions Holding TLH

# of Institutions

607

Shares Held

103M

Call Options Held

56.1K

Put Options Held

10.4K

Envestnet Asset Management Inc

19.2M
Shares

$1.94 Billion
0.6% of portfolio
Bank Of America Corp Charlotte, NC

9.8M
Shares

$989 Million
0.07% of portfolio
Forum Financial Management, LP Lombard, IL

7.88M
Shares

$796 Million
13.9% of portfolio
Lpl Financial LLC Fort Mill, SC

7.09M
Shares

$716 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

3.49M
Shares

$352 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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