Synergy Investment Management, LLC Ishares Barclays 20+ Year Trea Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Synergy Investment Management, LLC holds 96,682 shares of TLT stock, worth $8.65 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
96,682
Previous 80,793
19.67%
Holding current value
$8.65 Million
Previous $7.06 Billion
24.74%
% of portfolio
3.67%
Previous 3.03%
Shares
2 transactions
Others Institutions Holding TLT
# of Institutions
1,420Shares Held
398MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.09 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.74 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.37 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.85 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.49 Billion0.04% of portfolio