Peak Financial Management, Inc. Ishares Barclays 10 20 Yr Trea Transaction History
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
A detailed history of Peak Financial Management, Inc. transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Peak Financial Management, Inc. holds 9,605 shares of TLH stock, worth $962,132. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,605
Previous 9,599
0.06%
Holding current value
$962,132
Previous $985,000
6.6%
% of portfolio
0.31%
Previous 0.32%
Shares
4 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$980 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$715 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$386 Million0.1% of portfolio
-
Envestnet Asset Management Inc3.45MShares$345 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.97MShares$298 Million0.09% of portfolio