Avidian Wealth Solutions, LLC Ishares Barclays 20+ Year Trea Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 11,202 shares of TLT stock, worth $1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,202
Previous 9,859 13.62%
Holding current value
$1 Million
Previous $967,000 1.14%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 29, 2025
BUY
$87.1 - $98.49 $116,975 - $132,272
1,343 Added 13.62%
11,202 $978,000
Q3 2024

Oct 30, 2024
SELL
$89.91 - $101.33 $148,621 - $167,498
-1,653 Reduced 14.36%
9,859 $967,000
Q2 2024

Aug 06, 2024
SELL
$87.78 - $94.67 $233,319 - $251,632
-2,658 Reduced 18.76%
11,512 $1.06 Million
Q1 2024

May 03, 2024
SELL
$92.18 - $98.72 $812,935 - $870,611
-8,819 Reduced 38.36%
14,170 $1.34 Million
Q4 2023

Feb 06, 2024
BUY
$82.77 - $100.51 $525,258 - $637,836
6,346 Added 38.13%
22,989 $2.27 Million
Q3 2023

Oct 13, 2023
BUY
$88.41 - $102.95 $1.12 Million - $1.3 Million
12,669 Added 318.8%
16,643 $1.48 Million
Q2 2023

Aug 03, 2023
BUY
$100.28 - $108.53 $51,844 - $56,110
517 Added 14.96%
3,974 $409,000
Q1 2023

May 08, 2023
SELL
$99.48 - $108.63 $408,862 - $446,469
-4,110 Reduced 54.31%
3,457 $367,000
Q4 2022

Feb 06, 2023
BUY
$92.4 - $109.47 $699,190 - $828,359
7,567 New
7,567 $753,000
Q2 2022

Jul 29, 2022
BUY
$108.81 - $132.38 $189,873 - $231,003
1,745 Added 110.44%
3,325 $382,000
Q1 2022

May 10, 2022
BUY
$128.66 - $144.3 $203,282 - $227,994
1,580 New
1,580 $209,000
Q1 2021

May 05, 2021
SELL
$133.92 - $157.54 $373,368 - $439,221
-2,788 Closed
0 $0
Q4 2020

Feb 09, 2021
BUY
$155.16 - $163.36 $139,799 - $147,187
901 Added 47.75%
2,788 $440,000
Q3 2020

Feb 03, 2021
BUY
$161.12 - $171.57 $304,033 - $323,752
1,887 New
1,887 $308,000
Q3 2020

Nov 06, 2020
SELL
$161.12 - $171.57 $272,131 - $289,781
-1,689 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$156.11 - $171.29 $96,163 - $105,514
-616 Reduced 26.72%
1,689 $277,000
Q1 2020

Apr 22, 2020
BUY
$136.74 - $171.29 $15,178 - $19,013
111 Added 5.06%
2,305 $380,000
Q4 2019

Feb 13, 2020
BUY
$134.91 - $145.99 $18,212 - $19,708
135 Added 6.56%
2,194 $297,000
Q3 2019

Nov 14, 2019
BUY
$130.07 - $147.8 $267,814 - $304,320
2,059 New
2,059 $295,000

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

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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