Archetype Wealth Partners Ishares Barclays 20+ Year Trea Transaction History

Archetype Wealth Partners

  • $681 Million
  • Q1 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Archetype Wealth Partners holds 8,702 shares of TLT stock, worth $750,808. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,702
Previous 8,702 -0.0%
Holding current value
$750,808
Previous $760,000 4.21%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Feb 14, 2025
SELL
$87.1 - $98.49 $80,132 - $90,610
-920 Reduced 9.56%
8,702 $760,000
Q3 2024

Nov 14, 2024
BUY
$89.91 - $101.33 $379,060 - $427,207
4,216 Added 77.99%
9,622 $944,000
Q2 2024

Aug 15, 2024
BUY
$87.78 - $94.67 $474,538 - $511,786
5,406 New
5,406 $496,000

Others Institutions Holding TLT

# of Institutions
1,420
Shares Held
455M
Call Options Held
179M
Put Options Held
130M
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 Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email