Cyndeo Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
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 8,117 shares of TLH stock, worth $842,463. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,117
Previous 11,768
31.02%
Holding current value
$842,463
Previous $1.27 Million
33.12%
% of portfolio
0.07%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding TLH
# of Institutions
433Shares Held
66.2MCall Options Held
101KPut Options Held
40.7K-
Bank Of America Corp Charlotte, NC10.7MShares$1.11 Billion0.11% of portfolio
-
Forum Financial Management, LP Lombard, IL7.1MShares$737 Million14.44% of portfolio
-
Envestnet Asset Management Inc4.96MShares$515 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA3.79MShares$394 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.47MShares$360 Million0.1% of portfolio