One Wealth Management Investment & Advisory Services, LLC Ishares Barclays 10 20 Yr Trea Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 14,918 shares of TLH stock, worth $1.64 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
14,918
Previous 16,662
10.47%
Holding current value
$1.64 Million
Previous $1.75 Billion
12.45%
% of portfolio
0.61%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
469Shares Held
65.6MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.2 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$759 Million14.65% of portfolio
-
Envestnet Asset Management Inc4.9MShares$538 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$409 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$356 Million0.51% of portfolio