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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,606 shares of TLT stock, worth $688,266. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,606

Previous 14,819 48.67%

Holding current value

$688,266

Previous $1.36 Billion 45.14%

% of portfolio

0.1%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$89.91 - $101.33 $648,520 - $730,893	-7,213 Reduced 48.67%	7,606 $746 Million
Q2 2024 Aug 09, 2024	BUY	$87.78 - $94.67 $24,666 - $26,602	281 Added 1.93%	14,819 $1.36 Billion
Q1 2024 May 07, 2024	SELL	$92.18 - $98.72 $36,411 - $38,994	-395 Reduced 2.65%	14,538 $1.38 Billion
Q4 2023 Jan 05, 2024	BUY	$82.77 - $100.51 $618,788 - $751,412	7,476 Added 100.25%	14,933 $1.48 Billion
Q3 2023 Nov 01, 2023	BUY	$88.41 - $102.95 $654,322 - $761,932	7,401 Added 13216.07%	7,457 $661 Million
Q1 2023 May 10, 2023	SELL	$99.48 - $108.63 $1.8 Million - $1.96 Million	-18,064 Reduced 99.69%	56 $5.96 Million
Q4 2022 Feb 16, 2023	BUY	$92.4 - $109.47 $4,804 - $5,692	52 Added 0.29%	18,120 $1.88 Billion
Q1 2022 May 03, 2022	BUY	$128.66 - $144.3 $523,388 - $587,012	4,068 Added 29.06%	18,068 $2.16 Million
Q3 2021 Dec 09, 2021	SELL	$144.09 - $151.79 $288 - $303	-2 Reduced 0.01%	14,000 $2.02 Million
Q2 2021 Aug 19, 2021	BUY	$135.6 - $145.73 $271 - $291	2 Added 0.01%	14,002 $2.05 Million
Q2 2020 Aug 19, 2020	BUY	$156.11 - $171.29 $2.19 Million - $2.4 Million	14,000 New	14,000 $2.29 Million

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

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