Theory Financial LLC Ishares Barclays 10 20 Yr Trea Transaction History
Theory Financial LLC
- $232 Million
- Q4 2024
A detailed history of Theory Financial LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Theory Financial LLC holds 5,472 shares of TLH stock, worth $567,227. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,472
Previous 5,339
2.49%
Holding current value
$567,227
Previous $583,000
6.69%
% of portfolio
0.23%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
527Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$945 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$779 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$730 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$419 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$347 Million0.11% of portfolio