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

Avitas Wealth Management LLC

  • $708 Million
  • Q4 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 88,639 shares of TLT stock, worth $7.9 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
88,639
Previous 87,021 1.86%
Holding current value
$7.9 Million
Previous $8.54 Million 9.33%
% of portfolio
1.09%
Previous 1.22%

Shares

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

Jan 27, 2025
BUY
$87.1 - $98.49 $140,927 - $159,356
1,618 Added 1.86%
88,639 $7.74 Million
Q3 2024

Oct 25, 2024
BUY
$89.91 - $101.33 $142,507 - $160,608
1,585 Added 1.86%
87,021 $8.54 Million
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
1,405
Shares Held
432M
Call Options Held
162M
Put Options Held
161M
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 Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC 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 Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email