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 $1.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,663
Previous 8,295 28.55%
Holding current value
$1.08 Million
Previous $906,000 17.11%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$99.04 - $109.59 $234,526 - $259,509
2,368 Added 28.55%
10,663 $1.06 Million
Q3 2024

Oct 18, 2024
SELL
$100.75 - $111.62 $111,026 - $123,005
-1,102 Reduced 11.73%
8,295 $906,000
Q2 2024

Jul 30, 2024
BUY
$98.66 - $105.11 $126,284 - $134,540
1,280 Added 15.77%
9,397 $965,000
Q1 2024

Apr 16, 2024
SELL
$102.54 - $108.16 $374,373 - $394,892
-3,651 Reduced 31.02%
8,117 $852,000
Q4 2023

Jan 12, 2024
BUY
$93.11 - $109.52 $1.1 Million - $1.29 Million
11,768 New
11,768 $1.27 Million

Others Institutions Holding TLH

# of Institutions
526
Shares Held
69M
Call Options Held
50K
Put Options Held
11.1K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

TLH Quotes by TradingView
  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email