Synergy Asset Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Synergy Asset Management, LLC

$646 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$106.93 - $116.34 $7.4 Million - $8.05 Million	69,166 New	69,166 $7.92 Million

Others Institutions Holding TLH

# of Institutions

506

Shares Held

63.3M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$1 Billion
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$730 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$395 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$353 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$304 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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