Source Financial Advisors LLC Ishares Barclays 10 20 Yr Trea Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 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 3,598 shares of TLH stock, worth $367,463. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,598
Previous 5,287
31.95%
Holding current value
$367,463
Previous $542,000
27.49%
% of portfolio
0.12%
Previous 0.17%
Shares
16 transactions
Others Institutions Holding TLH
# of Institutions
528Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$931 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$768 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$720 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$413 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$342 Million0.11% of portfolio