Rooted Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 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 7,251 shares of TLT stock, worth $636,782. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,251
Previous 7,301
0.68%
Holding current value
$636,782
Previous $627,000
4.15%
% of portfolio
0.27%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding TLT
# of Institutions
1,434Shares Held
409MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$6.96 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.67 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.31 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.81 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.46 Billion0.04% of portfolio