Vertex Planning Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,573 shares of TLT stock, worth $408,231. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,573
Previous 5,845 21.76%
Holding current value
$408,231
Previous $536 Million 16.37%
% of portfolio
0.11%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$89.91 - $101.33 $114,365 - $128,891
-1,272 Reduced 21.76%
4,573 $449 Million
Q2 2024

Aug 13, 2024
BUY
$87.78 - $94.67 $2,545 - $2,745
29 Added 0.5%
5,845 $536 Million
Q1 2024

May 13, 2024
BUY
$92.18 - $98.72 $49,869 - $53,407
541 Added 10.26%
5,816 $550 Million
Q4 2023

Feb 14, 2024
BUY
$82.77 - $100.51 $77,389 - $93,976
935 Added 21.54%
5,275 $522 Million
Q3 2023

Nov 14, 2023
BUY
$88.41 - $102.95 $383,699 - $446,803
4,340 New
4,340 $385 Million

Others Institutions Holding TLT

# of Institutions
1,373
Shares Held
467M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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