Axxcess Wealth Management, LLC Ishares Barclays 20+ Year Trea Call Options Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2022 Aug 11, 2022	BUY	$128.66 - $144.3 $7.11 Million - $7.97 Million	55,233 New	55,233 $6.27 Million

Others Institutions Holding TLT

# of Institutions

1,395

Shares Held

474M

Call Options Held

140M

Put Options Held

162M

Bank Of America Corp Charlotte, NC

79.2M
Shares

$7.03 Billion
0.59% of portfolio
Rafferty Asset Management, LLC New York, NY

41.8M
Shares

$3.71 Billion
13.23% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.47 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

37.6M
Shares

$3.34 Billion
2.79% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.47 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.