Kingswood Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 40,055 shares of TLT stock, worth $3.46 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
40,055
Previous 11,922
235.98%
Holding current value
$3.46 Million
Previous $1.04 Billion
250.34%
% of portfolio
0.14%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding TLT
# of Institutions
1,420Shares Held
407MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$6.85 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.62 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.26 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.79 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.44 Billion0.04% of portfolio