Mount Yale Investment Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 19,868 shares of TLH stock, worth $2.04 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
19,868
Previous 17,464
13.77%
Holding current value
$2.04 Million
Previous $1.77 Million
15.33%
% of portfolio
0.15%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding TLH
# of Institutions
674Shares Held
115MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.5MShares$873 Million13.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio