Prosperity Planning, Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Prosperity Planning, Inc.

$309 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	BUY	$114.64 - $134.55 $46,773 - $54,896	408 New	408 $54,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$980 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$715 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$386 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$345 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$298 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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