Forte Asset Management LLC Ishares Barclays 10 20 Yr Trea Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Forte Asset Management LLC holds 29,335 shares of TLH stock, worth $3.04 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
29,335
Previous 25,536
14.88%
Holding current value
$3.04 Million
Previous $2.79 Million
4.62%
% of portfolio
1.58%
Previous 1.52%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
527Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$945 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$779 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$730 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$419 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$347 Million0.11% of portfolio