Robertson Stephens Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,803 shares of TLH stock, worth $814,711. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,803
Previous 8,012
2.61%
Holding current value
$814,711
Previous $822,000
3.77%
% of portfolio
0.03%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding TLH
# of Institutions
508Shares Held
62.9MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$1.02 Billion0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$745 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$403 Million0.1% of portfolio
-
Envestnet Asset Management Inc3.45MShares$360 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.97MShares$310 Million0.09% of portfolio