Shared Vision Wealth Group LLC Ishares Barclays 10 20 Yr Trea Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
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 6,225 shares of TLH stock, worth $643,353. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,225
Previous 7,785
20.04%
Holding current value
$643,353
Previous $843 Million
22.43%
% of portfolio
0.41%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
428Shares Held
68.3MCall Options Held
101KPut Options Held
40.7K-
Bank Of America Corp Charlotte, NC10.7MShares$1.11 Billion0.11% of portfolio
-
Forum Financial Management, LP Lombard, IL7.1MShares$734 Million14.44% of portfolio
-
Envestnet Asset Management Inc4.96MShares$513 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$392 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.47MShares$358 Million0.1% of portfolio