Dynasty Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 608,963 shares of TLT stock, worth $56 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
608,963
Previous 468,677
29.93%
Holding current value
$56 Million
Previous $44.3 Billion
26.03%
% of portfolio
1.65%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding TLT
# of Institutions
1,306Shares Held
406MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.51 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.68 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.53 Billion0.04% of portfolio