A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 16,210 shares of TLT stock, worth $1.55 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,210
Previous 14,870 9.01%
Holding current value
$1.55 Million
Previous $1.41 Million 5.76%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$87.78 - $94.67 $117,625 - $126,857
1,340 Added 9.01%
16,210 $1.49 Million
Q1 2024

Apr 16, 2024

BUY
$92.18 - $98.72 $418,128 - $447,793
4,536 Added 43.89%
14,870 $1.41 Million
Q4 2023

Jan 12, 2024

BUY
$82.77 - $100.51 $641,881 - $779,455
7,755 Added 300.7%
10,334 $1.02 Million
Q3 2023

Oct 10, 2023

BUY
$88.41 - $102.95 $228,009 - $265,508
2,579 New
2,579 $228,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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.