Simplicity Wealth,Llc Ishares Barclays 10 20 Yr Trea Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Simplicity Wealth,Llc holds 34,238 shares of TLH stock, worth $3.61 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
34,238
Previous 299,352
88.56%
Holding current value
$3.61 Million
Previous $30.7 Million
87.82%
% of portfolio
0.36%
Previous 0.71%
Shares
6 transactions
Others Institutions Holding TLH
# of Institutions
478Shares Held
65.8MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.15 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$730 Million14.65% of portfolio
-
Envestnet Asset Management Inc4.9MShares$517 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA3.73MShares$393 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$342 Million0.51% of portfolio