Shira Ridge Wealth Management Ishares Barclays 20+ Year Trea Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Shira Ridge Wealth Management holds 17,151 shares of TLT stock, worth $1.49 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
17,151
Previous 2,884
494.69%
Holding current value
$1.49 Million
Previous $265 Million
535.64%
% of portfolio
0.86%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding TLT
# of Institutions
1,354Shares Held
479MCall Options Held
148MPut Options Held
145M-
Bank Of America Corp Charlotte, NC97.6MShares$8.5 Billion0.81% of portfolio
-
Rafferty Asset Management, LLC New York, NY47.2MShares$4.11 Billion16.02% of portfolio
-
Morgan Stanley New York, NY39.2MShares$3.41 Billion0.28% of portfolio
-
Northwestern Mutual Wealth Management CO36MShares$3.13 Billion3.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA16.8MShares$1.46 Billion0.29% of portfolio