Shared Vision Wealth Group LLC Ishares Barclays 10 20 Yr Trea Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 8,750 shares of TLH stock, worth $909,562. This represents 0.46% of its overall portfolio holdings.
Number of Shares
8,750
Previous 8,894
1.62%
Holding current value
$909,562
Previous $972 Million
10.42%
% of portfolio
0.46%
Previous 0.52%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
524Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$947 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$782 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$732 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$420 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$348 Million0.11% of portfolio