Robertson Stephens Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 10,231 shares of TLT stock, worth $960,383. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,231
Previous 18,367
44.3%
Holding current value
$960,383
Previous $1.74 Million
45.94%
% of portfolio
0.05%
Previous 0.09%
Shares
23 transactions
Others Institutions Holding TLT
# of Institutions
1,295Shares Held
402MCall Options Held
120MPut Options Held
93.7M-
Bank Of America Corp Charlotte, NC59.8MShares$5.62 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.08 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.75 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.06 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.56 Billion0.04% of portfolio