Primoris Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,837 shares of TLT stock, worth $257,713. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,837Holding current value
$257,713% of portfolio
0.2%Shares
2 transactions
Others Institutions Holding TLT
# of Institutions
1,320Shares Held
404MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.43 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$3.95 Billion0.31% of portfolio
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Rafferty Asset Management, LLC New York, NY39.9MShares$3.63 Billion13.68% of portfolio
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Northwestern Mutual Wealth Management CO32.6MShares$2.96 Billion2.96% of portfolio
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Black Rock Inc. New York, NY16.6MShares$1.51 Billion0.04% of portfolio