Source Financial Advisors LLC Ishares Barclays 10 20 Yr Trea Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Source Financial Advisors LLC holds 5,287 shares of TLH stock, worth $564,545. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,287
Previous 5,457
3.12%
Holding current value
$564,545
Previous $573,000
5.41%
% of portfolio
0.17%
Previous 0.17%
Shares
15 transactions
Others Institutions Holding TLH
# of Institutions
469Shares Held
65.6MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.17 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$739 Million14.65% of portfolio
-
Envestnet Asset Management Inc4.9MShares$523 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$398 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$347 Million0.51% of portfolio