Alta Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History
Alta Wealth Advisors LLC
- $276 Million
- Q3 2025
A detailed history of Alta Wealth Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 3,795 shares of TLT stock, worth $337,261. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,795
Previous 5,663
32.99%
Holding current value
$337,261
Previous $499,000
32.06%
% of portfolio
0.12%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding TLT
# of Institutions
1,405Shares Held
433MCall Options Held
157MPut Options Held
157M-
Bank Of America Corp Charlotte, NC98.7MShares$8.77 Billion0.62% of portfolio
-
Northwestern Mutual Wealth Management CO41.7MShares$3.71 Billion2.53% of portfolio
-
Rafferty Asset Management, LLC New York, NY36.5MShares$3.25 Billion10.98% of portfolio
-
Citigroup Inc23.4MShares$2.08 Billion0.96% of portfolio
-
Bank Of Montreal Toronto, A618.1MShares$1.61 Billion0.7% of portfolio