Avid Wealth Partners LLC Ishares Barclays 10 20 Yr Trea Transaction History
Avid Wealth Partners LLC
- $141 Billion
- Q4 2024
A detailed history of Avid Wealth Partners LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Avid Wealth Partners LLC holds 21,401 shares of TLH stock, worth $2.18 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
21,401
Previous 20,239
5.74%
Holding current value
$2.18 Million
Previous $2.21 Billion
3.73%
% of portfolio
1.51%
Previous 1.57%
Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
523Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$929 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$766 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$718 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$412 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$341 Million0.11% of portfolio