Invenio Wealth Partners LLC Ishares Barclays 10 20 Yr Trea Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 2024
A detailed history of Invenio Wealth Partners LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 21,800 shares of TLH stock, worth $2.13 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
21,800
Previous 20,335
7.2%
Holding current value
$2.13 Million
Previous $2.09 Billion
14.13%
% of portfolio
1.03%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
507Shares Held
63MCall Options Held
29.2KPut Options Held
16.6K-
Bank Of America Corp Charlotte, NC9.79MShares$956 Million0.09% of portfolio
-
Forum Financial Management, LP Lombard, IL7.14MShares$697 Million14.89% of portfolio
-
Wells Fargo & Company San Francisco, CA3.86MShares$377 Million0.1% of portfolio
-
Envestnet Asset Management Inc3.45MShares$336 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.97MShares$290 Million0.09% of portfolio