Core Wealth Partners LLC Ishares Barclays 10 20 Yr Trea Transaction History
Core Wealth Partners LLC
- $174 Billion
- Q4 2024
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 2,657 shares of TLH stock, worth $267,320. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,657Holding current value
$267,320% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
523Shares Held
67.9MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$917 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.37MShares$742 Million14.78% of portfolio
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Demars Financial Group, LLC7.05MShares$709 Million2.28% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$406 Million0.09% of portfolio
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Envestnet Asset Management Inc3.35MShares$337 Million0.11% of portfolio