Fermata Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,586 shares of TLH stock, worth $361,146. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,586
Previous 2,418
48.3%
Holding current value
$361,146
Previous $240,000
53.75%
% of portfolio
0.07%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
536Shares Held
69.2MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$918 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$757 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$710 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$407 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$337 Million0.11% of portfolio