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 $272,714. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,657Holding current value
$272,714% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding TLH
# of Institutions
552Shares Held
77.5MCall Options Held
50KPut Options Held
36K-
Envestnet Asset Management Inc14.3MShares$1.47 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.11MShares$935 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.52MShares$772 Million14.81% of portfolio
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Wells Fargo & Company San Francisco, CA4.04MShares$415 Million0.09% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.95MShares$303 Million0.08% of portfolio