Core Wealth Partners LLC Ishares Barclays 10 20 Yr Trea Transaction History
Core Wealth Partners LLC
- $172 Billion
- Q1 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 3,674 shares of TLH stock, worth $372,102. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,674
Previous 2,657
38.28%
Holding current value
$372,102
Previous $264 Million
44.12%
% of portfolio
0.22%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
585Shares Held
89.8MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc14.3MShares$1.45 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$978 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.65MShares$775 Million15.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$543 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.29MShares$333 Million0.08% of portfolio