Avitas Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History

Avitas Wealth Management LLC

  • $674 Million
  • Q2 2024

A detailed history of Avitas Wealth Management LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Avitas Wealth Management LLC holds 85,436 shares of TLT stock, worth $8.16 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
85,436
Previous 86,431 1.15%
Holding current value
$8.16 Million
Previous $8.18 Million 4.12%
% of portfolio
1.16%
Previous 1.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$87.78 - $94.67 $87,341 - $94,196
-995 Reduced 1.15%
85,436 $7.84 Million
Q1 2024

Apr 24, 2024
BUY
$92.18 - $98.72 $106,375 - $113,922
1,154 Added 1.35%
86,431 $8.18 Million
Q4 2023

Jan 24, 2024
BUY
$82.77 - $100.51 $7.06 Million - $8.57 Million
85,277 New
85,277 $8.43 Million

Others Institutions Holding TLT

# of Institutions
1,273
Shares Held
400M
Call Options Held
120M
Put Options Held
93.8M
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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