Triad Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 124,995 shares of TLH stock, worth $12.8 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
124,995
Previous 103,737
20.49%
Holding current value
$12.8 Million
Previous $10.5 Billion
22.14%
% of portfolio
1.66%
Previous 2.13%
Shares
4 transactions
Others Institutions Holding TLH
# of Institutions
647Shares Held
113MCall Options Held
74.5KPut Options Held
31.7K-
Envestnet Asset Management Inc24.8MShares$2.55 Billion0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.37MShares$962 Million0.3% of portfolio
-
Forum Financial Management, LP Lombard, IL8.01MShares$823 Million12.82% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$816 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$412 Million0.03% of portfolio