Invenio Wealth Partners LLC Ishares Barclays 10 20 Yr Trea Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 25,033 shares of TLH stock, worth $2.55 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
25,033
Previous 21,800
14.83%
Holding current value
$2.55 Million
Previous $2.38 Billion
4.55%
% of portfolio
1.04%
Previous 1.03%
Shares
5 transactions
Others Institutions Holding TLH
# of Institutions
523Shares Held
68.1MCall Options Held
50KPut Options Held
36K-
Bank Of America Corp Charlotte, NC9.11MShares$929 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.52MShares$766 Million14.81% of portfolio
-
Demars Financial Group, LLC7.05MShares$718 Million2.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$412 Million0.09% of portfolio
-
Envestnet Asset Management Inc3.35MShares$341 Million0.11% of portfolio