Core Wealth Partners LLC Ishares Barclays 20+ Year Trea Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Core Wealth Partners LLC holds 5,790 shares of TLT stock, worth $522,084. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,790
Previous 3,950 46.58%
Holding current value
$522,084
Previous $388 Million 30.49%
% of portfolio
0.29%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$87.1 - $98.49 $160,264 - $181,221
1,840 Added 46.58%
5,790 $506 Million
Q3 2024

Nov 04, 2024
BUY
$89.91 - $101.33 $355,144 - $400,253
3,950 New
3,950 $388 Million

Others Institutions Holding TLT

# of Institutions
1,432
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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