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

Avitas Wealth Management LLC

$701 Million
Q3 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 87,021 shares of TLT stock, worth $7.59 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

87,021

Previous 85,436 1.86%

Holding current value

$7.59 Million

Previous $7.84 Million 8.86%

% of portfolio

1.22%

Previous 1.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,352

Shares Held

478M

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

News

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

Account

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