Values First Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History
Values First Advisors, Inc.
- $182 Million
- Q3 2024
A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Values First Advisors, Inc. holds 12,378 shares of TLT stock, worth $1.12 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
12,378
Previous 12,192
1.53%
Holding current value
$1.12 Million
Previous $1.12 Million
8.59%
% of portfolio
0.67%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding TLT
# of Institutions
1,356Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$8.83 Billion0.81% of portfolio
-
Rafferty Asset Management, LLC New York, NY47.2MShares$4.27 Billion16.02% of portfolio
-
Morgan Stanley New York, NY39.2MShares$3.54 Billion0.28% of portfolio
-
Northwestern Mutual Wealth Management CO36MShares$3.25 Billion3.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.52 Billion0.29% of portfolio