Core Wealth Partners LLC Ishares Barclays 10 20 Yr Trea Transaction History
Core Wealth Partners LLC
- $197 Billion
- Q2 2025
A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Core Wealth Partners LLC holds 7,723 shares of TLH stock, worth $799,253. This represents 0.4% of its overall portfolio holdings.
Number of Shares
7,723
Previous 3,674
110.21%
Holding current value
$799,253
Previous $381 Million
105.85%
% of portfolio
0.4%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding TLH
# of Institutions
614Shares Held
104MCall Options Held
59.2KPut Options Held
14.7K-
Envestnet Asset Management Inc19.2MShares$1.99 Billion0.6% of portfolio
-
Bank Of America Corp Charlotte, NC9.8MShares$1.01 Billion0.07% of portfolio
-
Forum Financial Management, LP Lombard, IL7.88MShares$816 Million13.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.09MShares$734 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA3.49MShares$361 Million0.08% of portfolio