West Wealth Group, LLC Ishares Barclays 10 20 Yr Trea Transaction History
West Wealth Group, LLC
- $367 Million
- Q2 2025
A detailed history of West Wealth Group, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, West Wealth Group, LLC holds 18,497 shares of TLH stock, worth $1.94 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
18,497
Previous 16,019
15.47%
Holding current value
$1.94 Million
Previous $1.66 Million
13.12%
% of portfolio
0.51%
Previous 0.51%
Shares
13 transactions
Others Institutions Holding TLH
# of Institutions
612Shares Held
105MCall Options Held
59.2KPut Options Held
14.7K-
Envestnet Asset Management Inc19.2MShares$2.01 Billion0.6% of portfolio
-
Bank Of America Corp Charlotte, NC9.8MShares$1.03 Billion0.07% of portfolio
-
Forum Financial Management, LP Lombard, IL7.88MShares$826 Million13.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.09MShares$743 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA3.49MShares$365 Million0.08% of portfolio