Wealth Management Solutions, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
508Shares Held
63MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$999 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$728 Million14.89% of portfolio
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Wells Fargo & Company San Francisco, CA3.86MShares$394 Million0.1% of portfolio
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Envestnet Asset Management Inc3.45MShares$352 Million0.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.97MShares$303 Million0.09% of portfolio