Icon Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 62,737 shares of TLT stock, worth $5.74 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
62,737
Previous 56,907
10.24%
Holding current value
$5.74 Million
Previous $5.58 Million
1.86%
% of portfolio
0.46%
Previous 0.47%
Shares
8 transactions
Others Institutions Holding TLT
# of Institutions
1,423Shares Held
412MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.24 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.82 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.44 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.89 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.52 Billion0.04% of portfolio