Heritage Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 3,739 shares of TLT stock, worth $328,545. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,739Holding current value
$328,545% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding TLT
# of Institutions
1,354Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$8.57 Billion0.81% of portfolio
-
Rafferty Asset Management, LLC New York, NY47.2MShares$4.15 Billion16.02% of portfolio
-
Morgan Stanley New York, NY39.2MShares$3.44 Billion0.28% of portfolio
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Northwestern Mutual Wealth Management CO36MShares$3.16 Billion3.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.47 Billion0.29% of portfolio