Defined Financial Planning LLC Ishares Barclays 10 20 Yr Trea Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Defined Financial Planning LLC holds 19,797 shares of TLH stock, worth $2 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
19,797Holding current value
$2 Million% of portfolio
2.1%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
526Shares Held
69MCall Options Held
50KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC9.11MShares$919 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.37MShares$743 Million14.78% of portfolio
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Demars Financial Group, LLC7.05MShares$710 Million2.28% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$407 Million0.09% of portfolio
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Envestnet Asset Management Inc3.35MShares$337 Million0.11% of portfolio