Rooted Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 7,274 shares of TLT stock, worth $695,103. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,274
Previous 6,644
9.48%
Holding current value
$695,103
Previous $612,000
11.11%
% of portfolio
0.3%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding TLT
# of Institutions
1,273Shares Held
400MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.72 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.15 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.82 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.12 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.59 Billion0.04% of portfolio