Peninsula Wealth, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 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 10,005 shares of TLH stock, worth $1.01 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,005
Previous 12,642
20.86%
Holding current value
$1.01 Million
Previous $1.38 Million
28.0%
% of portfolio
0.17%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
526Shares Held
69MCall Options Held
50KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC9.11MShares$924 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.37MShares$748 Million14.78% of portfolio
-
Demars Financial Group, LLC7.05MShares$714 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$410 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$339 Million0.11% of portfolio