Stonehaven Wealth & Tax Solutions, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 5,695 shares of TLH stock, worth $577,473. This represents 0.62% of its overall portfolio holdings.
Number of Shares
5,695Holding current value
$577,473% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
523Shares Held
67.7MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$924 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.37MShares$748 Million14.78% of portfolio
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Demars Financial Group, LLC7.05MShares$714 Million2.28% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$410 Million0.09% of portfolio
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Envestnet Asset Management Inc3.35MShares$339 Million0.11% of portfolio