Peninsula Wealth, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Peninsula Wealth, LLC holds 10,005 shares of TLH stock, worth $1.03 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,005
Previous 12,642
20.86%
Holding current value
$1.03 Million
Previous $1.38 Million
28.0%
% of portfolio
0.17%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
647Shares Held
113MCall 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, IL8.01MShares$823 Million12.82% 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