Topel & Distasi Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 512,256 shares of GOVT stock, worth $11.8 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
512,256
Previous 508,980
0.64%
Holding current value
$11.8 Million
Previous $11.6 Million
0.24%
% of portfolio
5.08%
Previous 5.13%
Shares
11 transactions
Others Institutions Holding GOVT
# of Institutions
750Shares Held
994MCall Options Held
11.7KPut Options Held
619K-
Bank Of America Corp Charlotte, NC369MShares$8.53 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC104MShares$2.41 Billion1.2% of portfolio
-
Envestnet Asset Management Inc57.4MShares$1.33 Billion0.46% of portfolio
-
Truist Financial Corp54.3MShares$1.26 Billion1.89% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA34MShares$786 Million0.51% of portfolio