Safeguard Investment Advisory Group, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Safeguard Investment Advisory Group, LLC
- $364 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
523Shares Held
67.9MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$916 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.37MShares$741 Million14.78% of portfolio
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Demars Financial Group, LLC7.05MShares$708 Million2.28% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$406 Million0.09% of portfolio
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Envestnet Asset Management Inc3.35MShares$336 Million0.11% of portfolio