Unique Wealth Strategies, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Unique Wealth Strategies, LLC

$213 Billion
Q2 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$98.66 - $105.11 $0 - $0	0 New	0 $8,000

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

$999 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$729 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$394 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$352 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$303 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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