Valtinson Bruner Financial Planning LLC Ishares Barclays 10 20 Yr Trea Transaction History
Valtinson Bruner Financial Planning LLC
- $272 Million
- Q3 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 4,983 shares of TLH stock, worth $511,704. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,983
Previous 5,229
4.7%
Holding current value
$511,704
Previous $531,000
3.39%
% of portfolio
0.19%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
648Shares Held
114MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio