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
560Shares Held
78.8MCall Options Held
50KPut Options Held
36K-
Envestnet Asset Management Inc14.3MShares$1.47 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.11MShares$935 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.65MShares$786 Million15.03% of portfolio
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Lpl Financial LLC Fort Mill, SC5.36MShares$550 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$415 Million0.09% of portfolio