Wealth Plan Partners, LLC Ishares Barclays 20+ Year Trea Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 14,819 shares of TLT stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
14,819
Previous 14,538
1.93%
Holding current value
$1.39 Million
Previous $1.38 Billion
1.13%
% of portfolio
0.15%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding TLT
# of Institutions
1,295Shares Held
402MCall Options Held
120MPut Options Held
93.7M-
Bank Of America Corp Charlotte, NC59.8MShares$5.62 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.08 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.75 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.06 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.56 Billion0.04% of portfolio