Panoramic Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 21,968 shares of TLT stock, worth $1.97 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
21,968
Previous 29,483 25.49%
Holding current value
$1.97 Million
Previous $2.89 Billion 33.67%
% of portfolio
1.25%
Previous 2.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$87.1 - $98.49 $654,556 - $740,152
-7,515 Reduced 25.49%
21,968 $1.92 Billion
Q3 2024

Oct 31, 2024
SELL
$89.91 - $101.33 $381,488 - $429,943
-4,243 Reduced 12.58%
29,483 $2.89 Billion
Q1 2024

Apr 18, 2024
BUY
$92.18 - $98.72 $618,619 - $662,509
6,711 Added 24.84%
33,726 $3.19 Billion
Q4 2023

Jan 23, 2024
BUY
$82.77 - $100.51 $774,147 - $940,070
9,353 Added 52.96%
27,015 $2.67 Billion
Q3 2023

Nov 15, 2023
BUY
$88.41 - $102.95 $1.56 Million - $1.82 Million
17,662 New
17,662 $1.57 Billion

Others Institutions Holding TLT

# of Institutions
1,421
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
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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