Juncture Wealth Strategies, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Juncture Wealth Strategies, LLC
- $258 Million
- Q3 2024
Shares
11 transactions
Others Institutions Holding TLH
# of Institutions
481Shares Held
65.8MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.13 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$737 Million14.89% of portfolio
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Envestnet Asset Management Inc4.9MShares$506 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA3.73MShares$385 Million0.09% of portfolio
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Truist Financial Corp3.25MShares$336 Million0.51% of portfolio