Rooted Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 9,190 shares of TLT stock, worth $816,715. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,190
Previous 8,240
11.53%
Holding current value
$816,715
Previous $727,000
12.93%
% of portfolio
0.27%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding TLT
# of Institutions
1,401Shares Held
432MCall Options Held
157MPut Options Held
157M-
Bank Of America Corp Charlotte, NC98.7MShares$8.77 Billion0.62% of portfolio
-
Northwestern Mutual Wealth Management CO41.7MShares$3.71 Billion2.53% of portfolio
-
Rafferty Asset Management, LLC New York, NY36.5MShares$3.25 Billion10.98% of portfolio
-
Citigroup Inc23.4MShares$2.08 Billion0.96% of portfolio
-
Bank Of Montreal Toronto, A618.1MShares$1.61 Billion0.7% of portfolio