Adapt Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Adapt Wealth Advisors, LLC

  • $187 Billion
  • Q3 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 86,716 shares of TLT stock, worth $7.66 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares
86,716
Previous 64,543 34.35%
Holding current value
$7.66 Million
Previous $5.92 Billion 43.61%
% of portfolio
4.55%
Previous 3.71%

Shares

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

Nov 12, 2024
BUY
$89.91 - $101.33 $1.99 Million - $2.25 Million
22,173 Added 34.35%
86,716 $8.51 Billion
Q2 2024

Aug 06, 2024
BUY
$87.78 - $94.67 $1.57 Million - $1.69 Million
17,873 Added 38.3%
64,543 $5.92 Billion
Q1 2024

May 02, 2024
BUY
$92.18 - $98.72 $4.3 Million - $4.61 Million
46,670 New
46,670 $4.42 Billion

Others Institutions Holding TLT

# of Institutions
1,354
Shares Held
479M
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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