Certus Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Certus Wealth Management, LLC
- $144 Million
- Q4 2024
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 2,028 shares of TLH stock, worth $209,167. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,028Holding current value
$209,167% of portfolio
0.14%Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
528Shares Held
68.3MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$940 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.52MShares$775 Million14.81% of portfolio
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Demars Financial Group, LLC7.05MShares$727 Million2.28% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$417 Million0.09% of portfolio
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Envestnet Asset Management Inc3.35MShares$345 Million0.11% of portfolio