United Financial Planning Group LLC Ishares Barclays 10 20 Yr Trea Call Options Transaction History

United Financial Planning Group LLC

$159 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TLH

# of Institutions

644

Shares Held

113M

Call Options Held

83.7K

Put Options Held

25.8K

Envestnet Asset Management Inc

24.8M
Shares

$2.55 Billion
0.79% of portfolio
Lpl Financial LLC Fort Mill, SC

9.37M
Shares

$962 Million
0.3% of portfolio
Forum Financial Management, LP Lombard, IL

8.01M
Shares

$823 Million
12.82% of portfolio
Bank Of America Corp Charlotte, NC

7.94M
Shares

$816 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.01M
Shares

$412 Million
0.03% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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