Sax Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,554 shares of TLH stock, worth $457,084. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,554Holding current value
$457,084% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
599Shares Held
92.1MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc14.3MShares$1.44 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$969 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.88MShares$791 Million13.9% of portfolio
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Lpl Financial LLC Fort Mill, SC5.36MShares$538 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA3.29MShares$330 Million0.08% of portfolio