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

Avid Wealth Partners LLC

$141 Billion
Q4 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 4,063 shares of TLT stock, worth $362,704. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,063

Previous 4,926 17.52%

Holding current value

$362,704

Previous $483 Million 26.57%

% of portfolio

0.25%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$87.1 - $98.49 $75,167 - $84,996	-863 Reduced 17.52%	4,063 $355 Million
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

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.

Account

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