Kingswood Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,639 shares of TLH stock, worth $1.19 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,639
Previous 9,599
21.25%
Holding current value
$1.19 Million
Previous $1.05 Billion
10.4%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
524Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$929 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$766 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$718 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$412 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$341 Million0.11% of portfolio