Shore Haven Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Shore Haven Wealth Partners, LLC
- $187 Million
- Q2 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 18,446 shares of TLH stock, worth $1.94 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
18,446
Previous 14,289
29.09%
Holding current value
$1.94 Million
Previous $1.5 Million
26.27%
% of portfolio
1.01%
Previous 0.84%
Shares
8 transactions
Others Institutions Holding TLH
# of Institutions
478Shares Held
65.8MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.15 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$730 Million14.65% of portfolio
-
Envestnet Asset Management Inc4.9MShares$517 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$393 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$342 Million0.51% of portfolio