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 8,295 shares of TLH stock, worth $846,255. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,295
Previous 9,397 11.73%
Holding current value
$846,255
Previous $965,000 6.11%
% of portfolio
0.06%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS 10-20 YR TREA


  • 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.