Caliber Wealth Management, LLC / Ks Ishares Barclays 10 20 Yr Trea Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 3,210 shares of TLH stock, worth $329,634. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,210
Previous 2,588
24.03%
Holding current value
$329,634
Previous $263 Million
25.76%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
647Shares Held
113MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio