Unique Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Unique Wealth, LLC

$437 Billion
Q3 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Unique Wealth, LLC holds 5,757 shares of TLT stock, worth $536,667. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,757

Holding current value

$536,667

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 03, 2024	BUY	$89.91 - $101.33 $517,611 - $583,356	5,757 New	5,757 $565 Million

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$9.09 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.4 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.65 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.35 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.56 Billion
0.29% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Unique Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History