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

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,427 shares of TLT stock, worth $501,291. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,427
Previous 2,379 128.12%
Holding current value
$501,291
Previous $218,000 144.04%
% of portfolio
0.11%
Previous 0.05%

Shares

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

Oct 17, 2024
BUY
$89.91 - $101.33 $274,045 - $308,853
3,048 Added 128.12%
5,427 $532,000
Q2 2024

Jul 17, 2024
BUY
$87.78 - $94.67 $208,828 - $225,219
2,379 New
2,379 $218,000
Q4 2022

Jan 11, 2023
BUY
$92.4 - $109.47 $47,124 - $55,829
510 New
510 $0

Others Institutions Holding TLT

# of Institutions
1,356
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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