Wealthsource Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
9 transactions
Others Institutions Holding TLH
# of Institutions
525Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$953 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$786 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$737 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$422 Million0.09% of portfolio
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Envestnet Asset Management Inc3.35MShares$350 Million0.11% of portfolio