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

49 Wealth Management, LLC

$614 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$92.18 - $98.72 $11,430 - $12,241	124 Added 5.41%	2,418 $224 Million
Q4 2023 May 07, 2024	BUY	$82.77 - $100.51 $189,874 - $230,569	2,294 New	2,294 $227 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

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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