Avid Wealth Partners LLC Ishares Barclays 20+ Year Trea Transaction History

Avid Wealth Partners LLC

$141 Billion
Q3 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Avid Wealth Partners LLC holds 4,926 shares of TLT stock, worth $445,753. This represents 0.34% of its overall portfolio holdings.

Number of Shares

4,926

Previous 9,625 48.82%

Holding current value

$445,753

Previous $883 Million 45.3%

% of portfolio

0.34%

Previous 0.69%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$89.91 - $101.33 $422,487 - $476,149	-4,699 Reduced 48.82%	4,926 $483 Million
Q2 2024 Jul 19, 2024	SELL	$87.78 - $94.67 $287,391 - $309,949	-3,274 Reduced 25.38%	9,625 $883 Million
Q1 2024 May 08, 2024	SELL	$92.18 - $98.72 $3.73 Million - $4 Million	-40,507 Reduced 75.85%	12,899 $1.22 Billion
Q4 2023 Jan 23, 2024	BUY	$82.77 - $100.51 $4.42 Million - $5.37 Million	53,406 New	53,406 $5.28 Billion

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

Ticker TLT
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Avid Wealth Partners LLC Ishares Barclays 20+ Year Trea Transaction History