Certus Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Certus Wealth Management, LLC
- $155 Million
- Q3 2025
A detailed history of Certus Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Certus Wealth Management, LLC holds 31,268 shares of TLH stock, worth $3.21 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
31,268
Previous 24,889
25.63%
Holding current value
$3.21 Million
Previous $2.53 Million
27.37%
% of portfolio
2.07%
Previous 1.7%
Shares
5 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