Peninsula Wealth, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Peninsula Wealth, LLC holds 12,642 shares of TLH stock, worth $1.27 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,642
Previous 11,791
7.22%
Holding current value
$1.27 Million
Previous $1.21 Million
14.21%
% of portfolio
0.25%
Previous 0.23%
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