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
Others Institutions Holding TLT
# of Institutions
1,432Shares Held
412MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$7.14 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.77 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.39 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.86 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.5 Billion0.04% of portfolio