Wr Wealth Planners, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,045 shares of TLH stock, worth $312,569. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,045
Previous 2,841
7.18%
Holding current value
$312,569
Previous $291,000
14.09%
% of portfolio
0.1%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding TLH
# of Institutions
488Shares Held
65MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.12 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$733 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$383 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.45MShares$354 Million0.12% of portfolio
-
Truist Financial Corp3.25MShares$333 Million0.51% of portfolio