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

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,587 shares of TLT stock, worth $401,408. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,587
Previous 11,877 61.38%
Holding current value
$401,408
Previous $1.09 Billion 64.15%
% of portfolio
0.03%
Previous 0.11%

Shares

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

Jan 16, 2025
SELL
$87.1 - $98.49 $634,959 - $717,992
-7,290 Reduced 61.38%
4,587 $392 Million
Q3 2024

Oct 25, 2024
SELL
$89.91 - $101.33 $45,764 - $51,576
-509 Reduced 4.11%
11,877 $1.09 Billion
Q2 2024

Aug 08, 2024
BUY
$87.78 - $94.67 $1.09 Million - $1.17 Million
12,386 New
12,386 $1.22 Billion

Others Institutions Holding TLT

# of Institutions
1,355
Shares Held
469M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email