Spectrum Planning & Advisory Services Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$101.35 - $115.41 $102,059 - $116,217	-1,007 Reduced 11.31%	7,899 $0
Q3 2022 Oct 17, 2022	SELL	$107.15 - $125.14 $12,000 - $14,015	-112 Reduced 1.24%	8,906 $970,000
Q2 2022 Jul 15, 2022	BUY	$114.64 - $134.55 $143,643 - $168,591	1,253 Added 16.14%	9,018 $1.08 Million
Q1 2022 Apr 18, 2022	BUY	$131.9 - $145.68 $78,084 - $86,242	592 Added 8.25%	7,765 $1.05 Million
Q4 2021 Jan 19, 2022	BUY	$144.34 - $152.13 $65,386 - $68,914	453 Added 6.74%	7,173 $1.06 Million
Q3 2021 Oct 13, 2021	BUY	$146.76 - $153.14 $986,227 - $1.03 Million	6,720 New	6,720 $988,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

62.9M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$1.02 Billion
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$745 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$403 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$360 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$310 Million
0.09% of portfolio

View Full List

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