Beacon Financial Advisory LLC Ishares Barclays 10 20 Yr Trea Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,895 shares of TLH stock, worth $291,208. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,895
Previous 2,067
40.06%
Holding current value
$291,208
Previous $225,000
28.0%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
536Shares Held
63MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$917 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$756 Million14.81% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$406 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$337 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.95MShares$297 Million0.08% of portfolio