Cyndeo Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 10,663 shares of TLH stock, worth $1.07 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,663
Previous 8,295
28.55%
Holding current value
$1.07 Million
Previous $906,000
17.11%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
527Shares Held
71.2MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$987 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.37MShares$743 Million14.78% of portfolio
-
Demars Financial Group, LLC7.05MShares$710 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$407 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$337 Million0.11% of portfolio