Wealthpoint, LLC Ishares Barclays 20+ Year Trea Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
11 transactions
Others Institutions Holding TLT
# of Institutions
1,355Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$9.18 Billion0.81% of portfolio
-
Rafferty Asset Management, LLC New York, NY47.2MShares$4.44 Billion16.02% of portfolio
-
Morgan Stanley New York, NY39.2MShares$3.68 Billion0.28% of portfolio
-
Northwestern Mutual Wealth Management CO36MShares$3.38 Billion3.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.58 Billion0.29% of portfolio