Dynasty Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Dynasty Wealth Management, LLC

$3.31 Trillion
Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 600,838 shares of TLT stock, worth $54.4 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

600,838

Previous 608,963 1.33%

Holding current value

$54.4 Million

Previous $55.9 Billion 5.46%

% of portfolio

1.78%

Previous 1.65%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $730,518 - $823,306	-8,125 Reduced 1.33%	600,838 $58.9 Billion
Q2 2024 Aug 12, 2024	BUY	$87.78 - $94.67 $12.3 Million - $13.3 Million	140,286 Added 29.93%	608,963 $55.9 Billion
Q1 2024 May 15, 2024	BUY	$92.18 - $98.72 $43.2 Million - $46.3 Million	468,677 New	468,677 $44.3 Billion

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
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Dynasty Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History