Cyndeo Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 13,701 shares of TLT stock, worth $1.22 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,701

Previous 14,567 5.94%

Holding current value

$1.22 Million

Previous $1.43 Million 16.31%

% of portfolio

0.08%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$87.1 - $98.49 $75,428 - $85,292	-866 Reduced 5.94%	13,701 $1.2 Million
Q3 2024 Oct 18, 2024	SELL	$89.91 - $101.33 $147,722 - $166,485	-1,643 Reduced 10.14%	14,567 $1.43 Million
Q2 2024 Jul 30, 2024	BUY	$87.78 - $94.67 $117,625 - $126,857	1,340 Added 9.01%	16,210 $1.49 Million
Q1 2024 Apr 16, 2024	BUY	$92.18 - $98.72 $418,128 - $447,793	4,536 Added 43.89%	14,870 $1.41 Million
Q4 2023 Jan 12, 2024	BUY	$82.77 - $100.51 $641,881 - $779,455	7,755 Added 300.7%	10,334 $1.02 Million
Q3 2023 Oct 10, 2023	BUY	$88.41 - $102.95 $228,009 - $265,508	2,579 New	2,579 $228,000

Others Institutions Holding TLT

# of Institutions

1,395

Shares Held

474M

Call Options Held

140M

Put Options Held

162M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Cyndeo Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History