Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-61,488.14
% of Total Estimate Gain
-2.37%

INVENIO WEALTH PARTNERS LLC's iShares 10-20 Year Treasury Bond ETF Holding Summary

As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held - shares of iShares 10-20 Year Treasury Bond ETF(TLH), totaling N/A. This investment constitutes 0% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 0% of the outstanding iShares 10-20 Year Treasury Bond ETF(TLH) stock.

The initial trade took place in 2023Q4. And since then INVENIO WEALTH PARTNERS LLC has made 5 purchases of TLH, at an average price of $103.82, for a total of 25,033.00 shares. In addition, there have been 1 sales at an average price of $101.36 for 25,033.00 shares. Based on historical transaction data and TLH's current price of $100.81, INVENIO WEALTH PARTNERS LLC's estimated gain on his TLH holdings is $-61,488.14, reflecting a -2.37% gain to date.

INVENIO WEALTH PARTNERS LLC TLH ($100.81) Holding Chart

INVENIO WEALTH PARTNERS LLC TLH ($100.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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