Blue Bell Private Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 221 shares of TLT stock, worth $19,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares

221

Previous 271 18.45%

Holding current value

$19,985

Previous $24,000 12.5%

% of portfolio

0.0%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$89.91 - $101.33 $4,495 - $5,066	-50 Reduced 18.45%	221 $21,000
Q1 2024 Apr 24, 2024	SELL	$92.18 - $98.72 $166,569 - $178,387	-1,807 Reduced 86.96%	271 $25,000
Q4 2023 Jan 25, 2024	BUY	$82.77 - $100.51 $165,457 - $200,919	1,999 Added 2530.38%	2,078 $205,000
Q2 2023 Aug 08, 2023	BUY	$100.28 - $108.53 $7,922 - $8,573	79 New	79 $8,000

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Account

Blue Bell Private Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History