Tci Wealth Advisors, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-24 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	N/A	6 Added 33.33%	24 $3,000
Q4 2018 Jan 17, 2019	BUY	N/A	18 New	18 $2,000

Others Institutions Holding IEI

# of Institutions

777

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.11 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$738 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$669 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$483 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$452 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.