Shared Vision Wealth Group LLC Ishares Barclays 10 20 Yr Trea Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 57,755 shares of TLH stock, worth $5.93 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
57,755
Previous 45,494
26.95%
Holding current value
$5.93 Million
Previous $4.57 Billion
33.1%
% of portfolio
2.58%
Previous 2.28%
Shares
8 transactions
Others Institutions Holding TLH
# of Institutions
647Shares Held
114MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio