Vertex Planning Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 16,346 shares of TLH stock, worth $1.65 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,346Holding current value
$1.65 Million% of portfolio
0.37%Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
607Shares Held
99.9MCall Options Held
74KPut Options Held
23.7K-
Envestnet Asset Management Inc19.2MShares$1.94 Billion0.6% of portfolio
-
Bank Of America Corp Charlotte, NC9.65MShares$975 Million0.08% of portfolio
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Forum Financial Management, LP Lombard, IL7.88MShares$796 Million13.9% of portfolio
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Lpl Financial LLC Fort Mill, SC7.09MShares$716 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA3.29MShares$332 Million0.08% of portfolio