Svb Wealth LLC Ishares Barclays 10 20 Yr Trea Call Options Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TLH

# of Institutions

600

Shares Held

97.1M

Call Options Held

74K

Put Options Held

23.7K

Envestnet Asset Management Inc

19.2M
Shares

$1.96 Billion
0.6% of portfolio
Bank Of America Corp Charlotte, NC

9.65M
Shares

$983 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.88M
Shares

$803 Million
13.9% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$546 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.29M
Shares

$335 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.